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Big majority of Greenlanders do not want to be part of US, poll finds giftarticle.ft.com/giftarticle/ac…

The #trumptrade has peaked 5 weeks earlier than in 2016/7. Very expensive and overowned Dollar and US cyclical stocks are the most vulnerable from here. Pictet Asset Management Alexandra Semenova Ian Smith #multiasset

#gold is surging, it is a “confusion” trade, that investors buy to hedge when they do not know what to hedge against. Perfect in the current environment! Pictet Asset Management Alexandra Semenova Ian Smith #multiasset

Just about to join a panel to discuss the outlook for markets at the Institutional Investor forum in Riyadh😊 Pictet Asset Management #multiasset

Which secular trend will peak this year?

The Trump trade is tanking - there is no growth boom, tariff risk has been delayed and fiscal policy so far has been reasonable. And US #equities have underperformed against all odds. Pictet Asset Management Ian Smith #multiasset

Trump trade has now given up all gains since election day. Investors voting with their wallets? Pictet Asset Management Ian Smith #multiasset

oops… US #stocks underperforming stocks from “random countries” the most in 35 years. Obvious trades are almost never great trades Pictet Asset Management #multiaaset

A new doom loop? US consumers and investors’ expectations fall to record low… is it just tariffs? Pictet Asset Management #multiasset Alexandra Semenova

Tomorrow is T- or #LiberationDay, how could the European Commission retaliate? Recall the EU has a deficit in services trade with the US… 1) 25% surcharge on air duty passenger tax for outbound flights to US 2) 10% tax on EU revenues for US-based tech companies (i.e extension of

Jobs are not “stolen” but “lost” when countries stop being good enough at what they are doing. #Tariffs do not make you better - they give you the illusion they do. And in the end, more jobs will be lost. #RetaliationDay will follow #LiberationDay.

investors assumed #Trump would never allow a #stockmarketcrash on his watch. They were wrong or Trump’s watch is broken. Good luck everyone. Good luck America.

#Tariff is the most beautiful word. Is it? Lets see now who blinks first. Pictet Asset Management

In this #TradeWar , who will blink first?

He folded. As expected.

And then came #CapitulationDay. Markets are merciless against policy adventurism. #Truss yesterday, #Trump today. What next? The circus is over but the global economy is still worse than a month ago. Some damage cannot be undone. The travel from panic to excitement may be too

The Great Surrender 👍✌️

Pricing masterstroke made in #Germany😉👍 #economics

Talking markets and #multiasset opportunities at #DZ BANK Capital Markets Conference 2025 in Frankfurt today. Fading US exceptionalism, the reawakening of Europe, the role of safe haven assets the key themes. Pictet Asset Management

UK US #TradeDeal is a car for meat deal. A wasted opportunity not a breaktrough, with no political winners. Pictet Asset Management