Luca Paolini
@luca_paolini
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Chief Strategist at Pictet Asset Management. All views my own
London, England
Joined October 2009
Just about to join a panel to discuss the outlook for markets at the @iimag forum in Riyadh😊 @PictetAM #multiasset
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#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! @PictetAM @alexandraandnyc @iankmsmith #multiasset
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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. @PictetAM @alexandraandnyc @iankmsmith #multiasset
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Big majority of Greenlanders do not want to be part of US, poll finds
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#Tariff risk is underpriced, US TIPS the best hedge and great value long-term. #Immigration crackdown is priced in but not its negative impact on growth and sentiment. @isabelletanlee @alexandraandnyc @PictetAM #multiasset
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RT @EU_Made_Simple: 🇬🇱 Greenland Would Vote to Join the EU 🇪🇺 A new poll shows 60% of Greenlanders would vote in favor of EU accession, re…
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US consumers’ extreme bullishness on #equities is the biggest headwind for markets, and valuation in particular, next year. @PictetAM @alexandraandnyc @johnauthers #multiasset
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In case this is indeed a major #equities peak, here the told-you-so chart😉 @PictetAM @alexandraandnyc #multiasset
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What is really exceptional about the US #economy is excess demand. Twin deficits never lie @PictetAM @johnauthers @alexandraandnyc #multiasset
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My 13th Annual Outlook with @PictetAM. First stop in #Iberia, as tradition has it 😊👍 #multisaset #investing
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Unprecedented decoupling between lead indicators and cyclical stocks. Something has got to give here. Stay cyclical if you think the US #economy will be stronger than now in 12 months’ time. Take profit if you don’t. @PictetAM #multiasset @alexandraandnyc
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@RobinWigg Books will be written on Trump vs Harris campaign. But this chart tells all you need to know- and a bit more.
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