Insights

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

Investment Insights • Macro 08 May 2025

Setting monetary policy is not what you might think

As an economic policy expert and former Deputy Governor of the Central Bank of Ireland, Stefan Gerlach discusses common misconceptions about interest rate setting by central banks around the globe.

Stefan Gerlach

4 min read

Investment Insights • Macro 07 May 2025

Did imports lower US real GDP?

Did imports lower US real GDP in the first quarter of 2025? Some commentators have pointed to a surge in demand for foreign goods as the reason for the reported contraction

Stefan Gerlach

3 min read

Investment Insights • Macro 06 May 2025

BoJ still has a bias to raise rates

At its meeting on 01 May, the Bank of Japan (BoJ) Policy Board left the policy interest rate unchanged. Downward revisions to Policy Board members’ economic forecasts and communication highlighting elevated uncertainty led markets to price out rate increases in the remainder of 2025. In this Macro Flash Note, Economist Sam Jochim argues that the BoJ still has a bias to raise rates this year.

Sam Jochim

4 min read

Sponsorships • Jazz 05 May 2025

Reaching new heights: EFG partners with the Festival da Jazz St Moritz

EFG is pleased to announce a new partnership with the Festival da Jazz St Moritz.

Marketing & Communications

2 min read

Investment Insights • Macro 30 April 2025

President Trump’s tariff strategy: trade policy or fiscal reform?

In this Macro Flash Note, Stefan Gerlach, EFG's Chief Economist, examines the relationship between the Trump administration’s trade and tax policies.

Stefan Gerlach

4 min read

Investment Insights • Innovation & technology 29 April 2025

How Meta Manages Misinformation in a Rapidly Changing World

What role do global platforms such as Meta have in managing misinformation?

Mozamil Afzal

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