Insights

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

Investment Insights 05 maggio 2021

Commodity prices and inflation in developed and emerging economies

Many commentators expect inflation to increase after years of being below central banks’ objectives. Rising commodity prices, from oil to agricultural goods, underpin these fears. Here GianLuigi Mandruzzato looks at the transmission of commodity price shocks to inflation in developed and emerging countries.

GianLuigi Mandruzzato

3 min read

Investment Insights 30 aprile 2021

Monetary expansions and price level gaps

In this Macro Flash Note, GianLuigi Mandruzzato looks at the degree of monetary policy accommodation in the US and the eurozone. Although on some measures the ECB seems to have reacted to recent shocks more aggressively than the Federal Reserve, the size of the inflation shortfall with respect to target highlights some inadequacy in the ECB’s response.

GianLuigi Mandruzzato

3 min read

Investment Insights 29 aprile 2021

Vaccination is key to fiscal sustainability

With the pandemic still ravaging the global economy, public finances remain under stress. The recently released IMF Fiscal Monitor provides a timely update on the outlook for public accounts in this context. GianLuigi Mandruzzato and Joaquin Thul highlight the key takeaways from the IMF’s analysis.

GianLuigi Mandruzzato

3 min read

Sponsorships 22 aprile 2021

Conserving arts for generations to come

A closer look into Amedeo Modigliani’s Woman in a Sailor Shirt, the research and conservation project supported by EFG, Institutional Patron of the Peggy Guggenheim Collection since 2001.

Marketing & Communications

6 min read

Investment Insights 20 aprile 2021

Back on track?

Year two of the pandemic has begun. Alongside the spiralling human costs of the corona crisis, its impact on the global economy has been unprecedented in terms of its speed and severity. However, there now appears to be light at the end of the proverbial tunnel – prompting the question: Is the global economy finally getting back on track? In the latest Quarterly Market Review for Q2 2021, EFG’s economists turn the spotlight on the US and other markets to see if the longed-for recovery is emerging.

Mozamil Afzal

2 min read