Insights & News - EFGAM New Capital

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Welcome to the September edition of InView: Monthly Global House View. In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.

06 septembre 2024

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 septembre 2024

Japan: the election going under the radar

Declining real wages and political scandals eroded Japanese Prime Minister Fumio Kishida’s approval rating, leading to his decision not to run for re-election as President of the Liberal Democratic Party (LDP). The party leadership election on 27 September therefore guarantees a new Japanese Prime Minister and will also likely see a snap general election called before the end of the year. In this Macro Flash Note, Economist Sam Jochim assesses the recent developments and their implications.

05 septembre 2024

Back to neutral

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

Japan: the election going under the radar

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