The travel and tourism industry has struggled with Covid, but they're reviving as the impact of the pandemic fades. Written by Pictet Thematic Advisory Board The global travel industry’s post-Covid revival is unlikely to be derailed b...

By Audrey Bismuth, Global Macro Researcher, La Française AM Developed by New Zealand economist William Phillips in 1958, the Philips curve illustrates a negative empirical relationship between the rate of unemployment and inflation. The negat...

China's luxury goods market is set to benefit from considerable pent-up demand as the country emerges from its Covid lockdowns. Written by Pictet Thematic Advisory Board Beijing’s decision to drop its draconian zero-Covid policy and ins...

By Peter Garnry, Head of Equity Strategy at Saxo The keyword for our team after the Powell speech is 'recession by design' as the Fed has clearly moved closer to panic mode indicating a willingness to push the policy rate higher than previ...

Equities in China have delivered a spectacular rebound since the country’s COVID reopening, with MSCI China up 37% in the four months ending February 2023. From here, the pace of demand recovery in China will be a critical driver for markets— impl...

Equities in China have delivered a spectacular rebound since the country’s COVID reopening, with MSCI China up 37% in the four months ending February 2023. From here, the pace of demand recovery in China will be a critical driver for markets— impl...