Insights

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Sam Jochim

Investment Insights • MFN 01 agosto 2024

Unwinding the unconventional: BoJ policy normalisation continues

At its meeting on 31 July, the Bank of Japan (BoJ) Policy Board raised its policy interest rate and announced its plan for the reduction of Japanese government bond (JGB) purchases. In this Macro Flash Note, Economist Sam Jochim summarises the changes.

Sam Jochim

3 min read

Investment Insights • MFN 26 julio 2024

China’s softening data makes the case for further policy support

Chinese inflation and GDP data were weak in Q2, highlighting subdued domestic demand. In this Macro Flash Note, Economist Sam Jochim assesses the recent data and policy implications.

Sam Jochim

6 min read

Investment Insights • MFN 08 julio 2024

EFGAM’s Hawkishness Indicator: hawks remain airborne

The Fed, ECB and BoE provide a window into their thinking though the release of meeting minutes. In this Macro Flash Note, Economist Sam Jochim provides an update on the perceived hawkishness of each central bank with the help of EFGAM’s Hawkishness Indicator.

Sam Jochim

2 min read

Investment Insights • MFN 06 junio 2024

Indian election follow-up

With Indian election results now confirmed, we thought it would be helpful to provide an update on our views as an adjunct to the recently released InFocus piece: ‘What Modi’s re-election means for India’s economy’. In this Macro Flash Note, Economist Sam Jochim evaluates the implications of the BJP’s election performance.

Sam Jochim

2 min read

Investment Insights • Infocus 30 mayo 2024

What Modi’s re-election means for India’s economy

Narendra Modi’s Bharatiya Janata Party (BJP) has a significant lead in the opinion polls for India’s general election. A third term in power is likely to be confirmed on 4 June and so it is important to assess the economic implications of another five years of a Modi premiership. In this edition of InFocus, Economist Sam Jochim delves further into these topics.

Sam Jochim

1 min read

Investment Insights • Infocus 24 abril 2024

Will US company profits remain robust in 2024?

Company earnings are a key point of focus for investors and play a vital role in valuation analysis. When aggregated, the net income of US companies can be useful to gain insights into the health of the broader economy. In this edition of Infocus, Economist Sam Jochim looks at what the latest data tell us.

Sam Jochim

3 min read

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Insights

Unwinding the unconventional: BoJ policy normalisation continues

China’s softening data makes the case for further policy support

EFGAM’s Hawkishness Indicator: hawks remain airborne

Indian election follow-up

What Modi’s re-election means for India’s economy

Will US company profits remain robust in 2024?

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