Investment Insights • MFN 22 十一月 2024 The slow decline of US shelter inflation The latest US inflation data has pointed to a slow decline, however much of this has been due to strength in the shelter component. In this Macro Flash Note, Chief Economist Stefan Gerlach takes a closer look at this factor. Stefan Gerlach 2 min read
Investment Insights • MFN 21 十一月 2024 What does Trump’s victory mean for Latin America? The results of the US elections represented a clear mandate to the incoming administration to prioritise some of Trump’s campaign promises. The links with Latin America do not rank high among the next US government’s priorities. In this Macro Flash Note, Economist Joaquin Thul looks at how the region could be affected by Trump’s victory. Joaquin Thul 2 min read
Investment Insights • MFN 21 十一月 2024 Germany’s key issues and the coming snap elections The snap election on 23 February offers Germany a chance to reinvigorate its economy. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the reasons behind the government crisis and the key issues that the new government must address. GianLuigi Mandruzzato 3 min read