Beyond the Benchmark by EFG · 2026-03-20 · 16 min
Conflict in the Middle East, volatile energy prices and the state of its independence made for an interesting backdrop for the Federal Reserve meeting, even if it did not deliver any policy changes. Deputy CIO Daniel Murray is joined by EFG’s Chief Economist, Stefan Gerlach, in this short update episode to unpack the Fed’s latest meeting and inflation expectations. In addition, Stefan outlines the common challenges facing major central banks globally as they try to avoid a repeat of the 2021 - 22 inflation surge while navigating extreme uncertainty. Our host, Daniel Murray: Our guest: Stefan Gerlach, Chief Economist, EFG EFGAM: Important disclaimers The value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested.
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