Insights

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

Sam Jochim

Investment Insights • Infocus 24 мая 2023

Yield curve positioning

The US Federal Reserve appears to be nearing the end of its rate tightening cycle. Sam Jochim analyses the implications for fixed income investors and assesses yield curve positioning.

Sam Jochim

2 min read

Investment Insights • MFN 04 мая 2023

BoJ establishes conditions for monetary policy normalisation

The Bank of Japan (BoJ) made no changes to interest rates at its meeting in April but announced a broad review of the impact of its monetary policy over the last 25 years. In this Macro Flash Note, Economist Sam Jochim assesses the implications for future monetary policy decisions.

Sam Jochim

3 min read

Investment Insights • MFN 21 апреля 2023

IMF: a rocky recovery

The International Monetary Fund (IMF) recently released its latest World Economic Outlook (WEO).* Although the outlook for global growth remains broadly unchanged since its January 2023 update, the balance of risks has shifted to the downside. In this Macro Flash Note, Economist Sam Jochim summarises the outlook.

Sam Jochim

5 min read

Investment Insights • MFN 27 февраля 2023

How hawkish is the Fed?

The latest Federal Open Market Committee (FOMC) minutes provide a window into the Fed’s thinking at its February meeting. In this Macro Flash Note, Sam Jochim examines the implied policy bias of the Fed with the help of EFGAM’s Fed Hawkishness Indicator.

Sam Jochim

4 min read

Investment Insights • Infocus 10 февраля 2023

Japanese inflation and the BoJ

Core inflation in Japan reached a 41-year high in December yet the Bank of Japan (BoJ) left interest rates unchanged at its meeting on 18 January. Sam Jochim analyses Japanese inflation dynamics and whether the BoJ’s monetary policy stance is justified.

Sam Jochim

3 min read

Investment Insights • MFN 09 февраля 2023

IMF: Inflation peaking amid low growth

The International Monetary Fund (IMF) recently released the January update of its World Economic Outlook (WEO).* The outlook for growth in 2023 has improved relative to the October WEO. In this Macro Flash Note, Sam Jochim summarises the changes.

Sam Jochim

4 min read

Required

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

Required

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

Required

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

Required

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

Required

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

Personalise your content

Let us know where you’re located so we can tailor our information to make your experience more relevant.

Your regional contact:

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

Insights

Yield curve positioning

BoJ establishes conditions for monetary policy normalisation

IMF: a rocky recovery

How hawkish is the Fed?

Japanese inflation and the BoJ

IMF: Inflation peaking amid low growth

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

Personalise your content

Your regional contact: