César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Last week saw equities give up some of their recent gains as rate decisions rose up the agenda. This week we will have a ‘Super Thursday’ for central banks, with the Swiss...

"The baseline scenario is for a 50bp hike but risks of a 75bp hike are non-trivial, especially if we take into account all the hawkish messages that have been delivered by a large part of the ECB Governing Council members over the past few weeks. ...

December 2021 saw the three main central banks of the developed world turning hawkish. A stance they kept for most of this year. So, as we approach the final monetary policy meetings of the year, the question for investors is “will central bankers...

Frederik Ducrozet, Head of Macroeconomic Research, Nadia Gharbi, Senior Economist, and Thomas Costerg, Senior US Economist, at Pictet Wealth Management give you their predictions for the various central bank meetings next Wednesday and Thursda...

By François Rimeu, Senior Strategist, La Française AM Leading indicators pointing to a recession? The dichotomy between ever-present weak soft data (PMI surveys, ZEW, etc.) and solid hard data (industrial production, retail sales, etc.) co...

Markets are pricing too much bad news into investment grade bonds, especially now that inflation appears to have peaked. We believe that markets are pricing in too much pessimism about the outlook for US and European investment grade (IG) bonds...