M&A pick up César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Financial markets were rattled last week by inflation data that seemed to bury any hope of a near-term rate cut in the US. But ...

Xiao Cui, Senior Economist Pictet Wealth Management. We expect a hawkish hold at the FOMC this week. Chair Powell is likely to note it would take longer than expected to achieve confidence needed to cut rates and recent economic data su...

Remember income? As 2024 is showing, making money on the stock market in the long run is about more than just picking the right growth plays. It’s true that growth stocks, which rise on the promise of future expansion and trends like AI, have b...

The Bank of Japan (BoJ) is carefully and gradually normalizing monetary policy. It kept rates on hold today – in line with market expectations - following last month’s step of raising rates for the first time since 2007. It maintained its policy...

Below you will find a new comment from Xiao Cui, Senior Economist, at Pictet Wealth Management, following today’s US GDP report. Real GDP in Q1 came in below all forecasts on BBG, slowing to 1.6% QoQ annualized (vs. consensus of 2.5%) f...

Story of the month Year to date, we have observed a strong decline in energy prices resulting in a strong underperformance of the listed European utilities. The reason for this steeper-than-expected decline in energy prices includes a sub...