Insights

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

Stefan Gerlach

Investment Insights 09 julio 2021

The ECB’s strategy review revealed

On 08 July, the ECB announced the main conclusions from its review of its monetary policy strategy. GianLuigi Mandruzzato and Stefan Gerlach outline the eight main points.

Stefan Gerlach

4 min read

Investment Insights 30 junio 2021

How worried should we be about US inflation?

EFG Chief Economist Stefan Gerlach looks at the behaviour of US inflation as measured by the deflator for personal consumption expenditures (PCE) and whether recent rates are really a cause for concern.

Stefan Gerlach

3 min read

Investment Insights 23 junio 2021

FOMC Meeting on 16 June 2021

In this Macro Flash Note, Stefan Gerlach reviews the outcome of the FOMC meeting on 16 June.

Stefan Gerlach

4 min read

Investment Insights 11 junio 2021

US CPI Inflation in May

In this Macro Flash Note, EFG chief economist Stefan Gerlach looks at the May 2021 US CPI data that were released on 10 June.

Stefan Gerlach

3 min read

Investment Insights 10 junio 2021

Eurozone recovery on track, policy support remains essential

The eurozone economy is recovering from the pandemic and inflation is now consistent with the ECB’s objective, yet the outlook is still uncertain. Stefan Gerlach and GianLuigi Mandruzzato look at the prospects for monetary and fiscal policies.

Stefan Gerlach

3 min read

Investment Insights 02 junio 2021

“Excess” savings and the outlook for consumption

The Covid pandemic has been associated with a rise in savings rates across the world to exceptional levels. What are the prospects for consumer spending?

Stefan Gerlach

3 min read

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Insights

The ECB’s strategy review revealed

How worried should we be about US inflation?

FOMC Meeting on 16 June 2021

US CPI Inflation in May

Eurozone recovery on track, policy support remains essential

“Excess” savings and the outlook for consumption

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