Next week, the FOMC is likely to leave a formal announcement on reducing asset purchases until its November meeting. But an updated ‘dot plot’ could reveal some restiveness about policy within the Fed ranks.

Central bank is pulling back but needs to convince markets its asset purchase programme will not end too soon.

The Hong Kong dollar, Malaysian ringgit and Indonesian rupiah are emerging from the pandemic relatively unscathed. But each faces challenges ahead.

While we expect real US rates to remain low, gold’s near-term prospects look relatively modest.

Chinese exports and imports in August both surprised on the upside despite concerns about a slowing global recovery and supply bottlenecks. The Chinese trade surplus continued to widen in August.

The CIO's view of the week ahead. 

The CIO’s view of the week ahead.

Pictet Wealth Management's latest positioning across asset classes and investment themes.