Opinion – FinInfo

Opinion

Pictet Wealth Management – Weekly View: Nvidia to the rescue?

Return of the data César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. President Donald Trump signed a spending bill last week to end the longest-ever US government shutdown, lending some support to equities in a choppy week. Market concerns that the Federal Reserve may…

KFI18 November 2025

Market comments News Opinion

Pictet Wealth Management – Weekly View: Trump-Musk break-up

Fiscal fight President Trump’s “bromance” with Elon Musk, the world’s richest man, broke up last week as Musk attacked Trump’s Big Beautiful Bill as an abomination. The Congressional Budget Office (CBO) estimated the Bill would increase primary budget deficits by USD 2.4 trillion over the next 10…

César Pérez Ruiz14 June 2025

Opinion

ODDO BHF Polaris – Tariff conflict: How robust are companies, and what can they do to respond to uncertainty?

Donald Trump's aggressive tariff policy is keeping the world on edge. The US has become less reliable as a trading partner and less attractive than in the past as a destination for European companies exporting their products. Higher tariffs and increased uncertainty are having a…

Tilo Wannow14 June 2025

Opinion

Flash Note – How do US elections impact monetary policy ?

Rate cuts, fiscal policy, and the Fed Chair Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the US elections and how they will affect monetary policy. As the November election approaches, two common perceptions we hear often from investors…

LFI14 February 2024

Opinion Podcasts

Weekly View: Pivotal week

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Taylor Swift is Time magazine’s Person of the Year and, on inflation, the US economy is certainly dancing to her tune “Shake It Off”. The Federal Reserve’s favoured measure of price pressures, the core personal consumption…

PFI14 December 2023