Insights

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.

Is the Swiss retirement age still appropriate?

The Swiss economy is recovering from the Covid pandemic and inflation has returned to the range required for price stability. However, the Swiss National Bank has insisted that it is too early to consider any tightening of monetary policy. In the light of that, GianLuigi Mandruzzato examines the proposed Swiss pension reform.

Fixed Income: talking with Michael Leithead

Why is the bond market rallying despite inflation fears, navigating crises in bond markets, ESG in fixed income and more are the topics of discussion on this episode with Michael Leithead, EFG’s Head of Fixed Income, and our Global Chief Investment Officer Moz Afzal.

FOMC Meeting on 16 June 2021

In this Macro Flash Note, Stefan Gerlach reviews the outcome of the FOMC meeting on 16 June.

Launch of ‘Caminada. Das Magazin’

The minimum global corporate tax deal in context

The agreement among G7 Finance Ministers on the taxation of multinationals and a global minimum rate of 15% on corporate profits has been described as a historic event. In this Macro Flash Note, GianLuigi Mandruzzato puts the G7 decisions in context. The conclusion is that the practical implications of the London agreement will not be felt for some time, perhaps years, and therefore do not represent a game changer for markets.