Insights

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

Investment Insights 20. Juni 2022

The SNB raises interest rates

In this Macro Flash Note, EFG Chief Economist Stefan Gerlach and Senior Economist GianLuigi Mandruzzato look at the SNB’s (Swiss National Bank) surprise decision to raise interest rates.

Stefan Gerlach

3 min read

Investment Insights 17. Juni 2022

The Fed raises interest rates sharply

In this Macro Flash Note, EFG Chief Economist Stefan Gerlach and Deputy Chief Investment Officer and Head of Research Daniel Murray look at the Federal Reserve’s (Fed) recent decision to raise interest rates by 0.75%.

Daniel Murray

5 min read

Investment Insights 16. Juni 2022

OPEC+: too little, too late?

In early June, OPEC+ announced a higher-than-expected increase in oil supply. However, energy prices continue to rise. In this Macro Flash Note, Gianluigi Mandruzzato looks at the reasons behind the increase in prices and the factors that will influence performance in the coming months.

GianLuigi Mandruzzato

5 min read

Investment Insights 14. Juni 2022

How certain are financial markets about US interest rates?

Market commentators often have strong views about the outlook for interest rates. Many are now expecting the Fed to raise interest rates by half a percent at its next several meetings. But how certain should we be on the outlook for interest rates?

Stefan Gerlach

3 min read

Investment Insights 10. Juni 2022

China: more torque, less talk

Chinese financial markets have suffered this year against a background of slowing growth and ongoing Covid restrictions. GianLuigi Mandruzzato and Daniel Murray look at recent developments in China's economy and financial markets for clues about a possible turnaround.

Daniel Murray

3 min read