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Mid-Year Outlook 2026

Insight

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Podcast - Central banks plot a course through a decreased inflation environment

Podcast - Central banks plot a course through a decreased inflation environment

As inflation across the globe falls back closer to central bank target levels, central bankers face a new question: how quickly and how deeply should interest rates be cut? EFG's Chief Economist Stefan Gerlach joins Moz to help understand how different central banks are plotting this course.

  • 05 settembre 2024
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Mexico risks priced-in but caution is warranted

Mexico risks priced-in but caution is warranted

Mexican stocks are down by over 8% and the Mexican peso has depreciated by over 10% in 2024. Part of this has been attributed to risks associated with the June election result and potential impact from a deceleration in the US. In this Macro Flash Note, economist Joaquin Thul explains the risks to Mexico’s outlook for the coming months.

  • 04 settembre 2024
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Infocus - What can we learn from SNB interest rate setting 2021-24?

Infocus - What can we learn from SNB interest rate setting 2021-24?

A little more than two years have passed since the Swiss National Bank (SNB) started to raise interest rates after having kept them at -0.75% for seven years. Since then, it has raised interest rates five times by a cumulative 2% and cut them twice by 0.5% in total. In this InFocus article, EFG Chief economist Stefan Gerlach looks at SNB policy over this period to understand better how the SNB will set rates in the future.

  • 02 settembre 2024
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Convertible Bond Market Update

Convertible Bond Market Update

Convertible Bond Market Update by Martin Haycock. A short update on the convertible bond market following the recent global market volatility.

  • 22 agosto 2024
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Infocus - Turning points and Fed policy

Infocus - Turning points and Fed policy

The level of the Fed funds rate is one of the most important parameters for financial markets because so much else is priced off it. With the approaching 18 September meeting of the Federal Open Market Committee (FOMC), Daniel Murray discusses the relationship between markets and the Fed funds rate.

  • 21 agosto 2024
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Podcast - Navigating equities with Gerry Fowler
  • Long term investing
  • Equities

Podcast - Navigating equities with Gerry Fowler

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.

  • 21 agosto 2024
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Park House
116 Park Street
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W1K 6AP

  • +44 (0)20 7491 9111
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Park House
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W1K 6AP

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