Insights

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Investment Insights • MFN 11 octobre 2023

What to expect from the BoJ

The Bank of Japan (BoJ) announced it would leave policy unchanged at its meeting on 22 September. However, the recently released minutes suggest a policy shift may be on the way. In this Macro Flash Note, Economist Sam Jochim summarises.

Sam Jochim

3 min read

Investment Insights • MFN 06 octobre 2023

Eurozone and Swiss inflationary pressures are easing

The decline in inflation in the eurozone and Switzerland continued in September, cementing the expectation that interest rate increases are over. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the drivers of inflation in the two economies.

GianLuigi Mandruzzato

3 min read

Sponsorships • Talent development 05 octobre 2023

EFG and Southbank Sinfonia: Working side by side towards a bright future

Every year, Southbank Sinfonia welcomes 33 of the world's most promising emerging musicians and invites them to form a very special orchestra. The Fellowship of 2023/24 start their journey this week and for the musicians, it represents a pivotal moment in their professional career development.

Marketing & Communications

2 min read

Investment Insights • MFN 05 octobre 2023

US PCE inflation in August: disinflation continues

The data on inflation in August as measured by the personal consumption expenditure deflator provided good news for the Federal Reserve writes EFG Chief economist Stefan Gerlach in this Macro Flash Note.

Stefan Gerlach

4 min read

Investment Insights • MFN 04 octobre 2023

JOLTS: one data point does not a trend make

The release of yesterday’s Job Openings and Labor Turnover Survey (JOLTS) data provided further evidence that US labour market conditions remain tight. This precipitated another sell off in bonds, driving yields to multi-year highs. Daniel Murray puts the data in context in this Macro Flash Note.

Daniel Murray

3 min read

Investment Insights • Infocus 02 octobre 2023

Is equity market volatility set to increase?

Following the Global Financial Crisis (GFC), volatility in US equity markets declined, encouraged lower by falling interest rates and the Fed’s quantitative easing program. With the Fed having raised rates by a cumulative 525 basis points since March 2022 and now shrinking its balance sheet, could equity market volatility rise?

Sam Jochim

4 min read

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Insights

What to expect from the BoJ

Eurozone and Swiss inflationary pressures are easing

EFG and Southbank Sinfonia: Working side by side towards a bright future

US PCE inflation in August: disinflation continues

JOLTS: one data point does not a trend make

Is equity market volatility set to increase?

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