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Outlook 2026

Insight

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Podcast - Q4 2024 Insight, a changing market narrative
  • A changing world

Podcast - Q4 2024 Insight, a changing market narrative

The recent burst of inflation in the US and in many other countries has led investors to wonder whether the entire inflation environment has changed.

  • 11 October 2024
podcast
What to watch out for in banks’ earnings reports

What to watch out for in banks’ earnings reports

The US banking sector will report their third quarter earnings from this Friday providing crucial updates on the health of the US consumer, prospects for US corporations, and potential paths for the economy and monetary policy. The message from last quarter (Q2 2024) was very consistent - a strong economy, with perhaps some fraying around the edges. Rising unemployment, high rates and elevated inflation were causing headwinds for some consumers. For this quarter we will be on the lookout for asset quality indicators in credit cards and commercial real estate.

  • 11 October 2024
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Luxury Sector Grapples with Uncertainty Amid China's Economic Slowdown

Luxury Sector Grapples with Uncertainty Amid China's Economic Slowdown

Luxury Sector Grapples with Uncertainty Amid China's Economic Slowdown. High-end brands poised to weather the storm as policy shifts ignite cautious optimism

  • 10 October 2024
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Middle East risk levels revisited

Middle East risk levels revisited

Eurozone September flash PMIs weakened significantly relative to August and falling energy prices point to subdued price pressures in the remainder of 2024. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato illustrates why the ECB should ease policy again at its next meeting in October.

  • 10 October 2024
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Insight Q4 2024 - Victory lap or obstacle course?
  • Macro

Insight Q4 2024 - Victory lap or obstacle course?

With inflation rates close to targeted levels and interest rates starting to fall, it is tempting to say that the central banks’ mission has been accomplished. But caution prevails and risks remain.

  • 10 October 2024
  • Read time: 10 mins
article
Does monthly eurozone inflation suggest price stability has been achieved?

Does monthly eurozone inflation suggest price stability has been achieved?

Since March, monthly inflation in the eurozone has, on average, been at a level consistent with the European Central Bank’s (ECB) 2% target for annual inflation. Chief Economist Stefan Gerlach and Economist Sam Jochim assess what this could mean for annual inflation rates over the next twelve months.

  • 08 October 2024
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EFG New Capital - An EFG brand

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Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
 

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  • +44 (0)20 7491 9111
  • [email protected]
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