Insights

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

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

Investment Insights • Macro 28 April 2025

IMF: A critical juncture amid policy shifts

The April 2025 edition of the International Monetary Fund’s (IMF) World Economic Outlook presents a global economy entering a period of slower expansion, shaped by heightened policy uncertainty and persistent structural headwinds.

Samira Rahman

3 min read

Investment Insights • Macro 23 April 2025

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.

Stefan Gerlach

4 min read

Investment Insights • Macro 22 April 2025

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.

GianLuigi Mandruzzato

3 min read

Investment Insights • Macro 16 April 2025

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.

GianLuigi Mandruzzato

3 min read

Required

I confirm that I am not a resident in the USA or in a US Territory

Required

To the extent my data protection rights may be affected, I acknowledge I have read the Data Privacy Notification, and understand that my personal data will be processed in accordance with it.

Required

For all other legal and regulatory purposes, I hereby authorise the recipient of this form to disclose any data included herein to any other affiliated entity, member of the EFG International Group of companies and/or third parties, and release said recipient from the duty of confidentiality and banking secrecy, for the purpose of providing me with the requested publications.

Required

Please select which publications you would like to receive:

Infocus – ad-hoc macro publications

Inview – monthly house view

Invision – weekly market note

Intime – daily market note

Future Leaders Network – ad-hoc publications focusing on thematic topics

Optional

Please note you can manage your subscriptions by visiting the Preferences link in the emails you receive from us.

Required

Discover more

From how we do business, to how we can help give you the future you deserve, find out more about EFG

Our philosophy

Personalise your content

Let us know where you’re located so we can tailor our information to make your experience more relevant.

Your regional contact:

EFG Capital International Corp
701 Brickell Avenue, Ninth Floor,
Suite 1350, Miami - FL 33131
+1 305 482 8000

Insights

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

How Meta Manages Misinformation in a Rapidly Changing World

IMF: A critical juncture amid policy shifts

Inflation expectations after the US tariff announcement

What if Trump fires Chairman Powell?

ECB set to cut rates again in April

Stay ahead of the curve

Discover more

Bringing entrepreneurial thinking to Swiss private banking

Services and updates for investors, shareholders and analysts

A new experience in private banking

Personalise your content

Your regional contact: