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GianLuigi Mandruzzato

Investment Insights • MFN 19 7月 2024

Good news on Swiss electricity prices

The moderation in European electricity prices will spill over to Switzerland in 2025. As a result, Swiss inflation risks being lower than the SNB expects. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the implications for the Swiss National Bank (SNB) monetary policy and the Swiss franc.

GianLuigi Mandruzzato

2 min read

Investment Insights • MFN 21 6月 2024

Amidst further cuts, what action will The Swiss National Bank make next?

The Swiss National Bank (SNB) cut the policy rate by 0.25% to 1.25% at its meeting on 20 June. Markets reacted by selling the Swiss franc, illustrating that policy easing was not fully priced in. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the outlook for Swiss monetary policy.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 17 6月 2024

The financial challenges stemming from French snap elections

French President Macron’s decision to call snap elections has sent European asset prices tumbling. In this Macro Flash Note, senior economist GianLuigi Mandruzzato looks at what is worrying markets.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 13 6月 2024

What comes next after the ECB cut rates?

As widely anticipated, the European Central Bank (ECB) cut interest rates by 0.25% at its meeting on 6 June but did not provide any indication of what it will do next. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato and Economist Sam Jochim look at what can be gleaned from recent comments by members of the Governing Council.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 07 6月 2024

OPEC+ stops price targeting strategy

In a surprise move, at its meeting on 2 June, OPEC+ announced an increase in oil supply starting next October. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the reasons behind this and the implications of the cartel’s decision.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 05 6月 2024

Is the gold price rally sustainable?

Gold prices recently reached a new all-time high. Many commentators have noted that purchases from central banks and Chinese investors have supported the uptrend. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the drivers of the gold price and concludes that its recent surge may not be sustainable.

GianLuigi Mandruzzato

4 min read

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Insights

Good news on Swiss electricity prices

Amidst further cuts, what action will The Swiss National Bank make next?

The financial challenges stemming from French snap elections

What comes next after the ECB cut rates?

OPEC+ stops price targeting strategy

Is the gold price rally sustainable?

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