Frederik Ducrozet & Axel Roserens, Pictet Wealth Management As if the economic situation facing the euro area were not challenging enough, gas and electricity prices have skyrocketed to new highs in recent days. With no end in sight to the ...

Thomas Costerg, Pictet Wealth Management Chairman Jerome Powell’s Jackson Hole speech was short and rather high level. Its main message was that the Fed is not ready to lower its guard on fighting inflation, even if this causes some pain to gro...

Frederik Ducrozet, Head of Macroeconomic Research, Pictet Wealth Management. Higher inflation, weaker growth, larger deficits and faster rate hike We are revising our euro area GDP forecast to account for a more severe energy shock and de...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. In his Jackson Hole speech, Fed chair Jerome Powell stood by his hawkish monetary policy stance, despite the below-consensus rises in US consumer prices (core PCE), personal...

By Peter Garnry, Head of Equity Strategy, Saxo Bank Peter Garnry Consumer discretionary stocks were part of the winners since the Great Financial Crisis, but with rising interest rates and soaring energy costs the consumer is getting taxed...

Food and energy will be at the center of our crisis years By Peter Garnry, Head of Equity Strategy at Saxo Bank If central banks focus too much on core inflation a big mistake might be the outcome. Food and energy will be at the center ...