Insights & News - EFGAM New Capital

A changing world

Podcast - How Meta Manages Misinformation in a Rapidly Changing World

What role do global platforms such as Meta have in managing misinformation? What is the difference between misinformation and fake news, and what impact does it have on society? What lessons has Meta learnt from the challenging geopolitical environment of the past few years? Moz talks to Tom Bonsundy O’Bryan, Head of misinformation policy for EMEA at Meta to gain a fascinating insight into the world of combating misinformation at the world’s largest social media company.

28 avril 2025

Macro

Inflation expectations after the US tariff announcement

Following the abrupt shift in US trade policy and the announcement of new tariffs, both near- and longer-term household inflation expectations have risen noticeably. But how much weight should be placed on this development? Have increases in expected inflation historically preceded actual inflation, or is their predictive value limited? In this Macro Flash Note, EFG Chief Economist Stefan Gerlach examines the evidence.

23 avril 2025
Read time: 4 mins

Macro

What if Trump fires Chairman Powell?

President Trump has intensified his criticism of Federal Reserve Chairman Powell and hinted at firing him. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the safeguards for the Fed’s independence and how markets would likely react if Powell were dismissed.

22 avril 2025
Read time: 3 mins

Macro

ECB set to cut rates again in April

On 17 April, the European Central Bank (ECB) is expected to announce a further cut in the deposit facility rate of 0.25%, bringing it to 2.25%. The market is expecting at least two more rate cuts in 2025. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the factors that are influencing eurozone monetary policy.

16 avril 2025
Read time: 3 mins

Macro

Takeaways from Washington

Daniel Murray, Deputy CIO and Global Head of Research, and Stefan Gerlach, Chief Economist, recently attended a number of meetings in Washington DC to ascertain first-hand how the Trump administration’s profound changes to US trade and other economic policies are being viewed.

14 avril 2025
Read time: 3 mins

Macro

The beginning of the end for the US dollar?

The US administration’s tariff announcements have had a major impact on financial markets. The currency market was not spared with the US dollar falling sharply against major currencies. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the causes and possible future developments.

14 avril 2025
Read time: 4 mins

Outlook 2026