Caught between the risks of inflation and economic recession, the health of the global economy is likely once again to rely heavily on the health of the American consumer. And, as we know, American consumers calibrate their consumption based on th...

Recently, China’s COVID-19 situation has deteriorated, with rising case counts and increasing lockdowns. While the People’s Bank of China has tried to limit capital outflows, their monetary response to the economic weakness has underwhelmed. Witho...

Sabrina Khanniche, Senior Economist Pictet Asset Management Market turmoil Russia’s invasion of Ukraine has thrown equity and bond markets into turmoil worldwide. But it is in emerging markets where the effects will be most long-lasting. F...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Incumbent Emmanuel Macron was re-elected to a second term in Sunday’s French presidential elections. The euro has held steady on the news of his victory over his euroscepti...

Leaders and non-governmental organ­isations across the globe have declared climate change as the single biggest health threat facing humanity[1]. Yet in spite of this stark warning, com­batting climate change has historically received woefully ...

A better-than-expected GDP number in Q1 obscures some important short-term headwinds. Dong Chen & Ling Chen, Pictet Wealth Management. Chinese Q1 2022 GDP growth came in higher than expected at 4.8% y-o-y, mainly driven by strong busine...