Demand for Chinese 30-year government bonds has never been so strong. Investors are hoping to lock in higher yields as the market ramps up bets that the PBoC will cut interest rates to support the country’s economic recovery. Ultra-long bonds -...

Most central banks confirmed their easing bias. By Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management. Most developed central banks unambiguously confirmed their easing bias this week. The Swiss National Ban...

ODDO BHF Asset Management. BAD HABIT IN FINANCE DEPARTMENT The reporting season for the last quarter has once again brought to light a bad habit of many companies' finance departments: the art of creative accounting. In our view, this ...

You will find below a commentary by Xiao Cui, Senior Economist at Pictet Wealth Management, reacting to yesterday's Fed meeting. The FOMC boosted its growth and inflation projections, but the median dot for 2024 stayed at three cuts. Th...

We are often confronted with a legitimate question: "Is artificial intelligence showing the characteristics of a stock market bubble? This month, we take a look at Nvidia 's remarkable stock market performance over the past year and analyse...

Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The global economy has proven surprisingly resilient to shocks over the past two years. Disinflation and lower rates should extend ​ the soft- landing path. ...