Valor Economico PT

Pictet espera crescimento global maior e dólar mais fraco em 2026

Mesmo no caso de um conflito limitado no Oriente M...

Mar 08, 2026 &03000808202631; 10:00 UTC valor.globo.com Trending 4/5

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Positive for markets

Sentiment score: +65/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Pictet forecasts stronger global growth and a weaker US dollar in 2026, suggesting a shift toward risk-on sentiment and emerging market opportunities. This outlook implies potential headwinds for USD-denominated assets and tailwinds for international equities and commodity-linked investments.

AI CONFIDENCE

72% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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Euro / US Dollar

EURUSDCurrency

Expected to rise

Weaker USD forecast supports EUR appreciation against the dollar

↑

British Pound / US Dollar

GBPUSDCurrency

Expected to rise

Broader USD weakness benefits GBP in the medium term

↑

Euro Stoxx 50

^STOXX50EIndex

Expected to rise

European equities benefit from global growth acceleration and weaker USD

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DAX (Germany)

^GDAXIIndex

Expected to rise

German equities supported by global growth outlook and export competitiveness

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Oil (WTI Crude)

CL=FCommodity

Expected to rise

Weaker dollar and stronger global growth typically support crude oil prices

↑

Gold Futures

GC=FCommodity

Expected to rise

USD weakness is traditionally supportive for gold prices

PRICE HISTORY

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⚡ SUGGESTED ACTION

Consider overweighting European equities and commodity-linked assets while reducing USD-heavy positions. Establish long positions in EURUSD and other currency pairs benefiting from dollar weakness, with a medium-term horizon through 2026.

KEY SIGNALS

Global growth acceleration expected in 2026USD weakness forecastRisk-on sentiment shiftEmerging markets positioning opportunityCommodity tailwinds from weaker dollar

SECTORS INVOLVED

FinancialsEnergyMaterialsIndustrialsInternational Equities

Analysis generated on Mar 09, 2026 at 16:49 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Valor Economico. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Pictet espera crescimento global maior e dólar mais fraco em 2026

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