Despite central bankers’ best efforts and consumers’ wishes, inflation risk is unlikely to go away and stay away. This year’s rapid repricing of inflation expectations is a fresh reminder of both the limitations of inflation forecasting and t...

This month’s Editorial by Olivier de Berranger, Deputy Chief Executive Officer and CIO of La Financière de l’Echiquier. Germany’s foreign trade figures, published in early July, are one of the signs of the ongoing upheaval. For the first time s...

Sébastien Galy, Senior Macro Strategist at Nordea Asset Management, comments on the current challenging situation for the ECB and European fixed income: “The ECB is likely to accelerate its pace of rate hikes, while an anti-fragmentation...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. The tragic assassination of Japan’s longest serving prime minister, Shinzo Abe, sent reverberations of shock around the world. During his time in office, Abe achieved sever...

Thomas Costerg, Senior US Economist Pictet Wealth Management. Fed likely to push through with another major rate hike as employment stays strong The solid June US employment report contrasted with most other recent US economic data (and in...

Luc Luyet & Alessandro Cortese, Pictet Wealth Management Global developments have taken a turn for the worse for the euro. Fears of a recession in the US have risen further (supporting the safe-haven US dollar), market scepticism has grown...