Insights

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

Investment Insights • MFN 21 3月 2023

Monetary policy responses to the banking turmoil

Over the next two weeks several central banks are making policy decisions. The Fed will start on 22 March, followed by the Bank of England, the SNB and Norges Bank on 23 March, and by the Bank of Mexico on 30 March. In this Macro Flash Note, EFG Chief Economist Stefan Gerlach asks how recent banking turmoil might affect these policy decisions.

Stefan Gerlach

4 min read

News and interviews 20 3月 2023

“We live in a world of geoeconomics within geopolitics” – An interview with Sir Paul Tucker

On 08 March, Sir Paul Tucker presented his latest book "Global Discord - Values and Power in Fractured World Order" (Princeton, 2022) at an event hosted by EFG. In "Global Discord", Sir Paul Tucker lays out principles for a sustainable system of international cooperation, showing how democracies can deal with China and other states without sacrificing their deepest political values. In the following interview, he talks about Europe, the UK and Russia in the current geopolitical and geoeconomics context, as well as shares his latest views on inflation and monetary policy in the current macroeconomic environment.

Marketing & Communications

8 min read

Investment Insights • MFN 20 3月 2023

The ECB turns data dependent

In this Macro Flash Note, GianLuigi Mandruzzato looks at the result of the last ECB meeting and the implications for the path of monetary policy.

GianLuigi Mandruzzato

2 min read

Investment Insights • MFN 17 3月 2023

China: The Two Sessions and beyond

The recent Two Sessions event in China, incorporating the National People’s Congress and the Chinese People’s Political Consultative Conference, gives an insight into Beijing’s goals for 2023. In this context, Sam Jochim assesses in this Macro Flash Note what can be expected from the Chinese economy this year.

Sam Jochim

5 min read

Sponsorships 16 3月 2023

Team Malizia fly high in leg 3 of The Ocean Race

Team Malizia and skipper Boris Herrmann had a fantastic start to the week when they crossed The Ocean Race’s leg 3 scoring gate in 2nd place, gaining 4 points as a result. They followed this up with another strong couple of days racing, at one point coming within 0.5 nautical miles of the leaders, Team Holcim – PRB and they currently sit in a close 2nd place.

Marketing & Communications

3 min read

Investment Insights • MFN 16 3月 2023

Policy responses to the collapse of SVB

When central banks raise interest rates by 400 basis points in less than a year, things can go wrong. That is a main lesson that should be drawn from the collapse of Silicon Valley Bank (SVB). In this Macro Flash Note, EFG Chief Economist Stefan Gerlach looks at the collapse of SVB from the perspective of a central banker.

Stefan Gerlach

3 min read

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