Insights

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GianLuigi Mandruzzato

Investment Insights • MFN 26 septembre 2024

The case for another ECB rate cut in October

Eurozone September flash PMIs weakened significantly relative to August and falling energy prices point to subdued price pressures in the remainder of 2024. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato illustrates why the ECB should ease policy again at its next meeting in October.

GianLuigi Mandruzzato

2 min read

Investment Insights • MFN 16 septembre 2024

ECB’s slow monetary policy easing set to continue

The ECB has cut the deposit facility rate by 0.25% to 3.50%, as expected. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at what the central bank has signalled about the future path of interest rates.

GianLuigi Mandruzzato

2 min read

Investment Insights • MFN 12 septembre 2024

The three signals from the August PMI survey

The global composite Purchasing Managers’ Index (PMI) rose slightly in August, reassuring markets about economic growth. However, central banks should take note of weakening manufacturing activity, employment, and inflationary pressures. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the details of the PMI survey.

GianLuigi Mandruzzato

2 min read

Investment Insights • MFN 13 août 2024

Swiss summertime blues

A weakening global economy and the appreciation of the Swiss franc are weighing on the outlook for Switzerland. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the fundamentals of the Swiss economy and the implications for monetary policy.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 12 août 2024

Is the US economy in recession?

The increase in the US unemployment rate in July triggered the Sahm rule that has coincided with the start of recessions since 1960. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato provides context around the signal the Sahm rule is providing and its implications for the US economic and monetary policy outlook.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 22 juillet 2024

Eurozone manufacturing remains in the doldrums

The eurozone manufacturing sector has recently lost momentum. As the European Central Bank (ECB) noted at its July meeting, uncertainty about the sector’s outlook is one of the main risks to eurozone growth. Senior Economist GianLuigi Mandruzzato looks at the prospects for eurozone industrial production, also accounting for the developments in the Chinese economy.

GianLuigi Mandruzzato

2 min read

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Insights

The case for another ECB rate cut in October

ECB’s slow monetary policy easing set to continue

The three signals from the August PMI survey

Swiss summertime blues

Is the US economy in recession?

Eurozone manufacturing remains in the doldrums

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