Insights

Trends, news, analysis and insight brought to you by our network of global experts.

Sam Jochim

Investment Insights • Infocus 24. Mai 2023

Yield curve positioning

The US Federal Reserve appears to be nearing the end of its rate tightening cycle. Sam Jochim analyses the implications for fixed income investors and assesses yield curve positioning.

Sam Jochim

2 min read

Investment Insights • MFN 04. Mai 2023

BoJ establishes conditions for monetary policy normalisation

The Bank of Japan (BoJ) made no changes to interest rates at its meeting in April but announced a broad review of the impact of its monetary policy over the last 25 years. In this Macro Flash Note, Economist Sam Jochim assesses the implications for future monetary policy decisions.

Sam Jochim

3 min read

Investment Insights • MFN 21. April 2023

IMF: a rocky recovery

The International Monetary Fund (IMF) recently released its latest World Economic Outlook (WEO).* Although the outlook for global growth remains broadly unchanged since its January 2023 update, the balance of risks has shifted to the downside. In this Macro Flash Note, Economist Sam Jochim summarises the outlook.

Sam Jochim

5 min read

Investment Insights • MFN 27. Februar 2023

How hawkish is the Fed?

The latest Federal Open Market Committee (FOMC) minutes provide a window into the Fed’s thinking at its February meeting. In this Macro Flash Note, Sam Jochim examines the implied policy bias of the Fed with the help of EFGAM’s Fed Hawkishness Indicator.

Sam Jochim

4 min read

Investment Insights • Infocus 10. Februar 2023

Japanese inflation and the BoJ

Core inflation in Japan reached a 41-year high in December yet the Bank of Japan (BoJ) left interest rates unchanged at its meeting on 18 January. Sam Jochim analyses Japanese inflation dynamics and whether the BoJ’s monetary policy stance is justified.

Sam Jochim

3 min read

Investment Insights • MFN 09. Februar 2023

IMF: Inflation peaking amid low growth

The International Monetary Fund (IMF) recently released the January update of its World Economic Outlook (WEO).* The outlook for growth in 2023 has improved relative to the October WEO. In this Macro Flash Note, Sam Jochim summarises the changes.

Sam Jochim

4 min read

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Insights

Yield curve positioning

BoJ establishes conditions for monetary policy normalisation

IMF: a rocky recovery

How hawkish is the Fed?

Japanese inflation and the BoJ

IMF: Inflation peaking amid low growth

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