Insights

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

Stefan Gerlach

Investment Insights 30 juin 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 juin 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 juin 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 juin 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 juin 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

Investment Insights 12 mai 2021

Covid, Brexit and UK-EU trade

How has UK - EU trade developed during Covid and following the end of the Brexit transition period? In this Macro Flash Note, EFG chief economist Stefan Gerlach looks at the data. The main conclusion is that after weakness during the pandemic and in the immediate aftermath of the end of the transition period, trade has recovered substantially, but not fully.

Stefan Gerlach

3 min read

Obligatoire

I confirm that I am not a resident in the USA or in a US Territory

Obligatoire

I confirm to have read, understood and agreed to the Legal Terms and Information

Obligatoire

Please select which publications you would like to receive:

Infocus – ad-hoc publication focusing on macro developments

Future Leaders Network – ad-hoc publications focusing on thematic topics

Obligatoire

Please note you can manage your subscriptions by visiting the Preferences link in the emails you receive from us.

Obligatoire

Discover more

From how we do business, to how we can help give you the future you deserve, find out more about EFG

Our philosophy

Personnalisez votre contenu

Indiquez-nous où vous vous trouvez pour bénéficier d’informations adaptées et d’une expérience optimisée.

Votre contact régional ::

EFG Bank AG
Bleicherweg 8
P.O. Box 6012 - 8022 Zurich
+41 44 226 17 17

Fermer

Insights

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

Covid, Brexit and UK-EU trade

Stay ahead of the curve

Discover more

Bringing entrepreneurial thinking to Swiss private banking

Services and updates for investors, shareholders and analysts

A new experience in private banking

Personnalisez votre contenu

Votre contact régional ::