The USD erased its gains since mid-July in late 2023 on speculations that the US Fed might pivot to policy easing in 2024. With State Street Global Advisor’s forecasts for below-trend global growth in 2024, recent market trends seem at risk of r...

Betting against the US economy was a mistake, while hopes for China's revival proved overly optimistic. Chief strategist Luca Paolini runs the rule over a tumultuous year. Luca Paolini, Chief Strategist Pictet Asset Management. 1. Growt...

Story of the month The 2023 equity year was characterized by a surprisingly strong upwards movement. however, the boom was not driven equally by all sectors. Highly capitalized stocks from the technology sector in particular pushed up the index...

A new study from Juniper Networks Research, the foremost experts in payments markets, has found spend on GenAI by banks will reach $85 billion in 2030, from $6 billion globally in 2024. It predicts leading banks will adopt generative AI services...

By AXA IM's Eurozone Economists François Cabeau and Hugo Le Damany. - We expect this week's ECB Governing Council meeting to be decision-free, uneventful. Though, the ECB is likely to "officially" push back against early rate cuts currently ...

Investors are overly optimistic about how soon and deeply central banks will be able to cut rates. The fight against inflation isn't won yet. Andres Sanchez Balcazar, Head of Global Bonds Pictet Asset Management. US Federal Reserve Ch...