Lead Economist on Other Advanced & CEE, Pictet Asset Management. All views are my own. Ranked among 70 top economic influencers in 2025 FocusEconomics survey
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What is the outlook for Swiss rates in 2027? Find out our key views on Swiss monetary policy and why we expect a gradual increase of the SNB's SARON rate target & 10-year rate in latest Finanz und Wirtschaft article:
#SNB #CHF #FuW #Pictet #MonetaryPolicy
fuw.ch/snb-zinserhoehung-meh…
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Why the Swiss franc is at crossroads and might set the stage for a slight depreciation trend especially in the current environment of low rates for longer alongside very strong economic activity?
#Switzerland #CHF #EUR #SNB #Pictet #CorriereDelTicino
cdt.ch/news/economia/franco-…
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Nikolay Markov retweeted
Stronger growth, fiscal stimulus & AI-driven productivity boost should help euro zone to close the rates gap vs US, according to our enhanced Taylor Rule model. That will increase the appeal of European #bonds. Find out more from @MarkoNikolay & team: am.pictet.com/ch/en/investme…
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Stronger growth, fiscal stimulus and an AI-driven productivity boost should help the euro zone to close the rates gap versus the US, according to our enhanced Taylor Rule model. That will increase the investment appeal of European bonds.
#Pictet
am.pictet.com/ch/en/institut…
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Why did the Bank of Japan implement a coordinated FX intervention along with the U.S. Treasury in the foreign currency market to break the Yen depreciation trend and should we expect a long-lasting currency stabilization effect?
#Japan #Pictet #LeTemps
letemps.ch/economie/finance/…
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🇨🇭Swiss inflation further slowed in July to 0.4% on annual basis, however it is expected to gradually pick-up in coming months to 0.8% peak => low rates for longer with SARON rate at 0% at least until June 2027
Latest views in Corriere del Ticino article
cdt.ch/news/economia/i-prezz…
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Why the UK may loose some competitive advantage over the EU as they will pay higher effective trade tariffs to the US after the recent tariff announcement from President Trump? Have a look at our views in the latest article in The Telegraph:
#UK #Pictet
telegraph.co.uk/business/202…
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Why we expect the SNB to remain on hold for longer before implementing a gentle interest rates normalisation with +25bps later in 2027? Find out in the latest Finanz und Wirtschaft article by André Kühnlenz #FuW #Pictet #SNB #CHF
fuw.ch/zinsumfrage-nahostkri…
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To HIKE or not to HIKE? How should central banks optimally react to the current oil price cost-push shock as they are now facing a difficult monetary policy choice between inflation & activity stabilization.
reuters.com/business/traders…
#Pictet #Reuters #BoE #ECB #CentralBanks
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I am very honoured and pleased to announce that I have been ranked the best forecaster for the Swiss labour market in the 2026 Focus Economics analyst forecast survey awards: lnkd.in/ewZJDbpC
#FocusEconomics #PictetAssetManagement #Switzerland
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The SNB recently reinforced its willingness to intervene in the FX market in case of more persistent & protracted upward pressure on the CHF as a key monetary policy instrument in times of market stress. Find out our key takeaways in latest FuW article:
fuw.ch/zins-umfrage-schweize…
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Nikolay Markov retweeted
In the news this week: Investors eye hedge funds to position for volatility
Fabio Bianchetti, Hedge Fund Advisor at Pictet Alternative Advisors, discusses the risks and opportunities in one of the most challenging market environments in recent memory.
#InTheNews #PictetAlternativeAdvisors #HedgeFunds
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🇨🇭The SNB barely intervened in the FX market in 2025 with the exception of "Liberation day" period thus exerting relatively passive role in the FX market
=> significant policy change since the war started in Iran with FX interventions becoming the main monetary policy instrument
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🇨🇭 #Swiss manufacturing PMI surged to its highest since Dec 2022! But the signal is less bullish than it looks like:
The rebound is mostly led by the prices components providing some first evidence of the estimated impact from the oil price surge on manufacturing input costs!
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Why is the CHF under pressure and should remain so in the near term while being close to its fair value? Find out our key takeaways and main FX scenario in the latest Cash article by Thomas Marti (in German)
#SNB #CHF #Switzerland #CASH
cash.ch/news/top-news/euro-a…
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Nikolay Markov retweeted
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China hit its 5% GDP target in 2025, roughly in line with potential growth.
No overheating. No major disappointment.
Growth slowed to 4.5% y/y, but accelerated to 5.4% q/q annualized in Q4.
Still a two-speed economy: weak domestic demand, strong external demand.
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What are the benefits of a currency union and why did Bulgaria join the Eurozone on January 1st, 2026 leaving a well functioning currency board since 1997? Find out our investment implications & key takeaways in latest Financial Times newsletter:
ft.com/content/8eea6dd2-4151…
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Why negative interest rates are not our baseline macro scenario yet for Switzerland? Some key takeaways in the latest FuW article by André Kühnlenz:
fuw.ch/snb-negativzinsen-bis…
#Switzerland #SNB #NIRP #CHF #FuW
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