Insights

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Investment Insights 22 August 2022

Changes in the inflation process vs changes in the CPI

The recent surge in inflation in the US and elsewhere is highly unusual. To find a comparable episode, many commentators have pointed to the oil price shocks of the 1970s and 1980s, or even to the Korean War inflation in the 1950s.

Stefan Gerlach

4 min read

Investment Insights 18 August 2022

US CPI inflation eases in July

At long last, headline CPI inflation declined in the US from 9.1% in June to 8.5% in July (y/y). Core inflation remained unchanged at 5.9%. In analysing the US CPI data, Stefan Gerlach notes that it is useful to look at the disaggregated data in terms of both monthly and annual changes.

Stefan Gerlach

5 min read

Investment Insights 18 August 2022

Taiwan caught in the middle of US-China power struggle

The visit of US House Speaker Nancy Pelosi to Taipei on 2 August sparked tensions between the US and China, with Taiwan caught in the middle. In this Macro Flash Note, Sam Jochim discusses the recent developments.

Sam Jochim

5 min read

Investment Insights 02 August 2022

Preliminary GDP data signals slowing US economy

With growing concerns that the US economy is slowing and may be sliding into recession, Thursday’s release of second quarter real GDP was eagerly awaited by commentators.

Stefan Gerlach

5 min read

News and interviews 21 July 2022

Giorgio Pradelli, CEO of EFG International: “We achieved a strong operating result in the first half of the year.”

In the first half of 2022, EFG maintained positive growth momentum and delivered operating leverage, resulting in further improvement in profitability with a record underlying net profit of CHF 115 million (+40%).

Marketing & Communications

1 min read

Investment Insights 20 July 2022

Is this the peak for US inflation?

In June, US inflation reached its highest level in four decades. Many observers fear that this means the Federal Reserve will have to continue raising rates aggressively and that this will push the economy into recession. However, in this Macro Flash Note GianLuigi Mandruzzato notes that several factors point to an upcoming drop in inflation that could allow the Fed to take a more gradual approach after the summer.

GianLuigi Mandruzzato

4 min read

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Insights

Changes in the inflation process vs changes in the CPI

US CPI inflation eases in July

Taiwan caught in the middle of US-China power struggle

Preliminary GDP data signals slowing US economy

Giorgio Pradelli, CEO of EFG International: “We achieved a strong operating result in the first half of the year.”

Is this the peak for US inflation?

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