Adrien Pichoud Adrien Pichoud

17 years of experience
Economist

Our monthly view on asset allocation (May 2018)
While there haven’t been many changes in the economic backdrop, which overall remains supportive, noise levels have nonetheless risen significantly. [...]
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10 reasons for a weak dollar in 2018
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. [...]
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April 2018
On the one hand, one can hardly blame Donald Trump for implementing his electoral campaign promises.[...]
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Our monthly view on asset allocation (April 2018)
There are plenty of reasons to be cautious, and that thus explains the current challenging market environment: the Facebook data scandal, trade disputes, monetary policy tightening and softer economic [...]
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Our monthly view on asset allocation (March 2018)
The return of volatility at the beginning of February resulted from the unwinding of the great goldilocks consensus: inflation is now gradually converging towards major developed markets central banks [...]
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March 2018
As the old German saying goes, trees don’t grow to the sky. This certainly applies to economic surprise indices that compare actual economic data releases to market expectations.[...]
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Our monthly view on asset allocation (February 2018)
So far, so good and we can’t rule out that last year’s rational exuberance could transform this year into a more irrational form - next step, euphoria?
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February 2018
US officials have unexpectedly brought attention back to foreign exchange movements at the latest World Economic Forum in Davos.[...]
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