By Ole Hansen, Head of Commodity Strategy at Saxo As the 2023 hourglass runs out, it’s time to reflect on what kind of year it has been for commodities: a pretty mixed bag filled with good, bad and surprises. Aside from economic growth and...

After ratcheting up interest rates over the last two years, the US Federal Reserve used its 13 December meeting to open the door to rate cuts next year – a move its peers will ultimately follow, but not just yet. Nadia Gharbi, Senior economis...

Our view that the global recovery will gradually recover in the second half of 2024 and the chance that the US dollar weakens make us cautiously optimistic on select EM currencies. Luc Luyet, Currencies strategist, Pictet Wealth Management. ...

Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong con...

A new era The 2022/2023 period has marked a turning point for interest rates. The era of cheap money that prevailed from 2009 to 2021 is behind us. Neither a prolonged zero interest rate policy nor the sustained use of quantitative easing as...

By Océane BALBINOT-VIALE, Senior ESG Analyst, La Française AM COP28 was a rollercoaster ride marked by its president’s affirmation[1] that there is ‘no science’ behind demands for the phase-out of fossil fuels to limit global warming to 1.5°C...