EFG International

Which path is Japan taking? The party leadership election on 27 September guarantees a new Japanese Prime Minister and will also likely see a snap general election before year-end. 💡 Economist Sam Jochim assesses the recent developments and their market implications. Read the full report here: https://lnkd.in/eAxaz2zg

What does a soft-landing scenario in the US mean for the Mexican economy? And how could the US election impact the country? Economist Joaquín Thul Osácar gives an outlook for the coming months. ➡ Read the full report here: https://lnkd.in/ePMirJPF

The Fed's preferred measure of inflation rose 0.2% month-on-month in July as expected, and year-on-year inflation remained below the prediction. 💡 Chief Economist Stefan Gerlach provides guidance on the possible extent of cutting interest rates in September. ➡ Read the full report here: https://lnkd.in/g7Wgskum

Brazilian assets had a weak first half of the year. Economist Joaquín Thul Osácar explains why Brazilian assets could surprise on the upside in the second half of 2024. Read the full report here: https://lnkd.in/efyMzjh4

The increase in the US unemployment rate in July triggered the Sahm rule that has coincided with the start of recessions since 1960. 💡 Senior Economist GianLuigi Mandruzzato provides context around the signal the Sahm rule is providing and its implications for the US economic and monetary policy outlook. ➡ Read the full report here: https://lnkd.in/eKxJCJtJ

It's three months to the start of the Vendée Globe, when TEAM MALIZIA's skipper Boris Herrmann will embark on one of sport's greatest challenges. Here, he gives us a unique insight into the significance of the race and what it means to take part: https://bit.ly/4dfLU6X #ARaceWeMustWin

Markets experienced violent moves at the end of last week and beginning of this week. In this note Daniel Murray discusses what happened, why it happened and the investment outlook for the remainder of the year. Read the full report here: https://lnkd.in/dHTYB_9h

Every company profit benefits its employees as well. Renowned Swiss political philosopher and strategist Katja Gentinetta talks about the purpose beyond creating shareholder value. She also shares her thoughts on how current geopolitical tensions could lead to increasing global fragmentation and emphasises the importance of remaining human. Read the full interview here https://lnkd.in/d88MhDwV

The moderation in European electricity prices will spill over to Switzerland in 2025. As a result, Swiss inflation risks being lower than the SNB expects. In this report, Senior Economist GianLuigi Mandruzzato looks at the implications for the Swiss National Bank (SNB) monetary policy and the Swiss franc. Read the full report here https://lnkd.in/dgYNri8m

US small-cap companies had a strong start to the second half of the year, with a rally of over 10.5% so far in July, after underperforming large-cap companies by almost 15% in the first half of 2024. In this report, Economist Joaquín Thul Osácar argues that while the asset class may look attractive, investors should remain selective in their small-cap exposure. Read the full report here https://lnkd.in/dFsMHZdC