Insights

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Investment Insights • Macro 23 June 2025

Israel-Iran scenario analysis

Tensions in the Middle East have escalated very quickly over the past 10 days, initiated by Israel’s attacks on Iran’s nuclear and military capabilities followed over the weekend with unexpected US bombing of Iran’s three main nuclear sites using the infamous bunker busting GBU-57 Massive Ordnance Penetrators (MOPs).

CIO Office

2 min read

Investment Insights • Macro 23 June 2025

Is US consumer confidence rebounding?

In this Macro Flash Note, EFG Chief Economist Stefan Gerlach reviews recent US consumer sentiment data and notes a recovery in June, suggesting that consumers may have overreacted to the April tariff announcements.

Stefan Gerlach

2 min read

Investment Insights • Macro 18 June 2025

Will the SNB return to negative rates?

On 19 June, the Swiss National Bank (SNB) will most likely cut the policy rate to zero and the possibility of a return of negative rates cannot be excluded before the end of 2025.

GianLuigi Mandruzzato

2 min read

Sponsorships • Sailing 18 June 2025

EFG Swiss Open Gstaad unveils a stellar line-up for 2025

The EFG Swiss Open Gstaad returns from 12-20 July 2025 and the full player line-up has just been unveiled.

Marketing & Communications

2 min read

Investment Insights • Macro 17 June 2025

The new era of rolling mini cycles in the market

Chris Senyek, Chief Investment Strategist at Wolfe Research goes into why he thinks the cyclical nature of the market has changed in the years since the 2008 financial crisis.

Mozamil Afzal

Investment Insights • Macro 17 June 2025

The JOLTS data shows no impact yet of US Tariffs

In this Macro Flash Note, EFG Chief Economist Stefan Gerlach reviews the latest JOLTS data released by the U.S. Bureau of Labor Statistics.

Stefan Gerlach

2 min read

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Insights

Israel-Iran scenario analysis

Is US consumer confidence rebounding?

Will the SNB return to negative rates?

EFG Swiss Open Gstaad unveils a stellar line-up for 2025

The new era of rolling mini cycles in the market

The JOLTS data shows no impact yet of US Tariffs

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