Insights

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

Stefan Gerlach

Investment Insights 25 octubre 2021

Buba President Weidmann Resigns

The surprise announcement that Bundesbank President Jens Weidmann has decided to leave his post at the end of the year raises several questions. In this Macro Flash Note, EFG Chief economist Stefan Gerlach provides some answers.

Stefan Gerlach

4 min read

Investment Insights 01 octubre 2021

Country characteristics and Covid mortality

The severity of the Covid pandemic has varied sharply between countries. Stefan Gerlach and Joaquin Thul ask what factors may explain these differences. They find that as much as about half of the variation between countries in Covid mortality is explained by four variables: the median age of the population, tourist arrivals, inequality and a measure of government effectiveness.

Stefan Gerlach

3 min read

Investment Insights 13 septiembre 2021

How well is the Fed doing?

With inflation and unemployment rates fluctuating from month to month, it can be difficult to assess how well the Fed is achieving its dual objectives of maximum employment and price stability. But a little analysis can go a long way.

Stefan Gerlach

3 min read

Investment Insights 24 agosto 2021

Measuring US inflation

With the Federal Reserve facing the difficult issue of deciding when to reduce bond purchases, investors have followed US inflation developments closely in recent months. EFG chief economist Stefan Gerlach compares the two main measures of US inflation.

Stefan Gerlach

3 min read

Investment Insights 20 julio 2021

Why has the US unemployment rate stopped falling?

EFG Chief Economist Stefan Gerlach looks at the slowdown in the decline in the US unemployment rate and considers the difficulties facing the Fed which, by law, has to manage both employment and inflation.

Stefan Gerlach

4 min read

Investment Insights 14 julio 2021

US CPI Inflation in June

In this Macro Flash Note, EFG chief economist Stefan Gerlach looks at the US CPI data for June.

Stefan Gerlach

3 min read

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Insights

Buba President Weidmann Resigns

Country characteristics and Covid mortality

How well is the Fed doing?

Measuring US inflation

Why has the US unemployment rate stopped falling?

US CPI Inflation in June

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