Insights & News - EFGAM New Capital

Preliminary GDP data signals slowing US economy

With growing concerns that the US economy is slowing and may be sliding into recession, Thursday’s release of second quarter real GDP was eagerly awaited by commentators.

01 August 2022

Is this the peak for US inflation?

GianLuigi Mandruzzato notes that several factors point to an upcoming drop in inflation that could allow the Fed to take a more gradual approach after the summer.

19 Juli 2022

Insight Q3 2022 - Turbulent times

Insight - Although Covid concerns will feature in the first part of the year, we are generally optimistic about the outlook for global economic growth in 2022. With inflation rates set to fall back, the economic backdrop remains generally benign.

01 Juli 2022

Eurozone inflation expectations and real rates

In this Macro Flash Note, GianLuigi Mandruzzato looks at the evolution of inflation expectations and real interest rates in the eurozone after the ECB's recent pivot towards tighter monetary policy.