Articles
10 Jun 2024
The new dot plot and Chair Powell’s press conference will take center stage at the FOMC meeting next week, where we expect no change to the policy rate or QT tapering plans. We expect the median dots to shift up, indicating two rate cuts thi...
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10 Jun 2024
ECB: one step at a time
As widely expected, the ECB cut its key rates by 25 basis points, bringing the deposit facility rate down to 3.75%. Looking ahead, the Governing Council will stick to its meeting-by-meeting approach for future rate...
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07 Jun 2024
Yesterday, the European Central Bank (ECB) cut interest rates and the Swiss National Bank and Riksbank have already begun loosening monetary conditions. Meanwhile, economic growth in Europe was better than feared in Q1, alleviating recession wor...
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06 Jun 2024
Below you will find a new commentary by Lauréline Renaud-Chatelain, CIO Office & Macro Research at Pictet Wealth Management.
SUMMARY
Corporate bonds have outperformed government bonds this year, mainly due to spread tightening an...
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05 Jun 2024
Reserve a spot for Japanese stocks in your savings plan
The Japanese stock market has been due for rediscovery for a while now, after being forgotten by just about every investor for years. The Nikkei index even improved set a new record ...
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04 Jun 2024
Back to T+1 (after a century!)
César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
THE WEEK IN REVIEW
May ended on a whimper for US equities, as the Fed continued to seed doubts about its rate cut intentions. Infla...
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