Full list of Market insights

Full list of Market insights

Weekly Update · 02 Nov 2026

Mixed signals

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 26 Oct 2026

Central banks on hold

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 19 Oct 2026

Through the fog

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 12 Oct 2026

Fragile calm

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 05 Oct 2026

Spread Shock

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 28 Sep 2026

The new normal

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 21 Sep 2026

Hiking mode on

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 14 Sep 2026

Central banks week

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 07 Sep 2026

Blow out jobs

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 31 Aug 2026

Fed holds its ground

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 24 Aug 2026

Yields discomfort

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 17 Aug 2026

Earnings hold up

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 10 Aug 2026

Rate relief

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 03 Aug 2026

Cross-current volatility

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 27 Jul 2026

Hawkish winds

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 20 Jul 2026

Cooling prices

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 13 Jul 2026

Earnings in sight

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 06 Jul 2026

Buying time

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 29 Jun 2026

Relief without resolution

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 22 Jun 2026

No doves in sight

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 15 Jun 2026

Rates kick off

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 08 Jun 2026

IPO mania

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 01 Jun 2026

Oil and inflation

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 26 May 2026

Feeling the pinch

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 18 May 2026

Sticky inflation

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 11 May 2026

Trump-Xi meeting

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 04 May 2026

Hawkish hold

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 27 Apr 2026

Stacked week

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 20 Apr 2026

Prompt rebound

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 13 Apr 2026

Deal or no deal?

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 07 Apr 2026

Resilient data

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 30 Mar 2026

Feeling the pinch

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 23 Mar 2026

Pricing higher rates

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 16 Mar 2026

Central banks week

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 09 Mar 2026

Oil prices jump

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 02 Mar 2026

Middle East conflict

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 23 Feb 2026

Old tariff, new tariff

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 16 Feb 2026

Goldilocks

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 09 Feb 2026

Takaichi majority

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 02 Feb 2026

Warsh nominated

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 26 Jan 2026

JGBs under pressure

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 19 Jan 2026

Davos week

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 12 Jan 2026

Slow job market

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 05 Jan 2026

Looking ahead

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 22 Dec 2025

Diverging central banks

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 15 Dec 2025

More than a rate cut

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 08 Dec 2025

A hawkish cut?

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 01 Dec 2025

Pricing a rate cut

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 24 Nov 2025

Finding shelter

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 17 Nov 2025

Government reopens

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 10 Nov 2025

Driving in the fog

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 03 Nov 2025

Hawkish cut

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 27 Oct 2025

FOMC Week

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 20 Oct 2025

Earnings season

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 13 Oct 2025

Rare earth vs. chips

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 06 Oct 2025

Flying blind

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 29 Sep 2025

Economic momentum

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 22 Sep 2025

Risk-management cut

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 15 Sep 2025

Expecting a rate cut

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 08 Sep 2025

Softening labor market

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 01 Sep 2025

Political challenges

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 25 Aug 2025

Opening the door

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 18 Aug 2025

Jackson Hole

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 11 Aug 2025

Fresh new tariffs

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 04 Aug 2025

Signs of a weakening labor market

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 28 Jul 2025

15% is the new 10%

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 21 Jul 2025

Japan upcoming coalition

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 14 Jul 2025

Tariff impact looming

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 07 Jul 2025

Tariff deadline

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 30 Jun 2025

Change at the helm of the Fed?

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 23 Jun 2025

On hold

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 16 Jun 2025

Central banks week

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 10 Jun 2025

One BBB Act projections

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 02 Jun 2025

Tariffs on, tariffs off

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 26 May 2025

Rising long-term rates

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 19 May 2025

Better prospects

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 12 May 2025

Ongoing negotiations

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 05 May 2025

Anticipating tariffs

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 28 Apr 2025

Back and forth

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 22 Apr 2025

Managing expectations

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 14 Apr 2025

Tariff saga

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 07 Apr 2025

Tariff shock

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 31 Mar 2025

Soft versus hard data

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 24 Mar 2025

Central banks on hold

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 17 Mar 2025

Policy rate decisions

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 10 Mar 2025

Whatever it takes 2.0

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 03 Mar 2025

Lukewarm consumer

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 24 Feb 2025

Stagflation worries

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 17 Feb 2025

Key German elections

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 10 Feb 2025

EU politics clearing up

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 03 Feb 2025

Tariffs announced

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 27 Jan 2025

Monetary policy divergence

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 20 Jan 2025

Earnings season kick off

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 13 Jan 2025

Yield on the rise

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 06 Jan 2025

Central banks on the spotlight

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 16 Dec 2024

Seasonal rate cuts

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 09 Dec 2024

The definition of neutrality

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 02 Dec 2024

Lukewarm prices

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 25 Nov 2024

Diverging data

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

Weekly Update · 18 Nov 2024

Prices holding up

Market update, Macroeconomy, Highlights, What to watch from the Investment team of Pictet North America Advisors.

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