A resurgent desire to eat out (and order in) has propelled monthly US restaurant sales above pre-pandemic levels. Despite the threat of the Delta variant and other challenges like fading stimulus, we see a long runway of recovery ahead for the ind...

By Jan Viebig CIO Private Wealth Management and Laurent Denize CIO Asset Management at ODDO BHF AM On August 15th, 1971, exactly 50 years ago, US president Richard Nixon went before the assembled press to announce that he was ending the US dollar...

Rapid income growth means more Indian households are buying their first washing machines, vacuum cleaners, and other mod cons. While one might expect this to drive demand for imported white goods - and it has - government policies aim to turn Indi...

Supply chains have been stretched to the breaking point over the past year thanks to the interaction of surging demand for goods and pandemic-induced logistical bottlenecks. This has exacerbated inflationary pressures and, in some cases, dampened ...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management The rosy US employment picture helped push equities to a new high as US inflation moderated in July. Those looking to fill roles now exceed those looking for work, compelling...

There were signs earlier this year that bond markets had grown complacent with the idea that the Fed would stand pat forever. That changed quickly after the June meeting of the Federal Open Market Committee, when the Fed gave the first signs of ha...