Insights

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

The fiscal dilemma: Government borrowing in the time of corona Investment Insights

The fiscal dilemma: Government borrowing in the time of corona

The corona crisis has altered our world beyond recognition – leaving an indelible mark on parts of the economy and society. Its effect on public finances has been particularly dramatic – with fiscal deficits soaring as economies around the world slide into recession. At the same time, interest rates remain at historically low levels – reducing the cost of government borrowing. In a special edition of Infocus, EFG Chief Economist Stefan Gerlach turns the spotlight on the so-called ‘fiscal dilemma’ facing governments globally.

Stefan Gerlach

3 min read
The currency conundrum Investment Insights

The currency conundrum

Forecasting exchange rates is a challenge – not least because the political, economic and financial news and events that influence them are themselves difficult to predict. And you need only look at Brexit or the recent US presidential election to see how political turmoil can trigger currency headwinds – or consider how an unexpected drop in oil prices impacts on the currencies of oil-producing nations. In a special issue of Infocus, EFG Chief Economist Stefan Gerlach explores how numerous risk factors can affect exchange rates.

Stefan Gerlach

2 min read
YCC – a response to the corona curveball? Investment Insights

YCC – a response to the corona curveball?

All eyes have been on the US Fed recently as it debates measures to stimulate the country’s corona-stricken economy. Many of us are already familiar with ‘QE’ – the mass asset purchases made by central banks, including the Fed, in the wake of the financial crisis. However, the name of a lesser-known monetary policy tool has surfaced in media reports lately: Yield Curve Control. In the new issue of Infocus, EFG Chief Economist Stefan Gerlach turns the spotlight on this concept and explores how it works.

Stefan Gerlach

2 min read

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