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Artikel zu Schlagwort: euro
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Gast-AutorIn / Guest Author am 11th May 2017

My impressions from IMF meeting in Washington: Emerging markets “alive and kicking”

Jose Luis Magana / AP / picturedesk.com
Felix Dornaus, Senior Fund Manager Emerging Markets Bonds

Author: Felix Dornaus
Senior Fund Manager

 

The spring meeting of the International Monetary Fund was held in Washington from 20th to 23rd April. This event was the reason for an investor conference that I attended in order to get an idea of the status quo of the global economy as well as of risks and opportunities.

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Gerold Permoser am 18th November 2015

The US dollar is lead currency

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A young father is always pressed for time. What he needs is in particular is a good strategy. One of my strategies in selecting reading material is to just wait. Time will tell what is interesting and what is not. Which is why last week I read a book that had come out in 2011: Exorbitant Privilege: The Rise and Fall of the Dollar, by Barry Eichengreen, ( an acclaimed) professor of economic history.

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Gerhard Winzer am 06th July 2015

Parallel currency in Greece?

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Last Sunday, the Greek people decided with a clear majority to follow the proposal of their government. With 61.3%, the No camp rejected the conditions of the expired adjustment program. Thereby, Greece is one step closer to an exit from the Eurozone and the European Union.

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Gerhard Winzer am 08th April 2015

Macro data: Dynamics down

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The dynamics of the economy and the markets have declined. Global economic growth is down on a quarter-on-quarter basis, the two most important trends of the past months (appreciation of the US dollar and falling oil price) have come to a halt, inflation is not falling anymore, and the US Fed has put a damper on the expectations of interest hikes. One important exception: the Eurozone has been picking up speed.

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Gerhard Winzer am 19th March 2015

Two canaries in the coalmine

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The US dollar has appreciated significantly vis-à-vis the euro in the past months. For this trend to continue, at least two developments would have to be in place. Firstly, the US Fed would have to abandon its zero interest rate policy; and secondly, the ECB would have to remain on its path of negative interest rate policy and bond purchases.

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Harald Egger am 05th March 2015

European shares – is it still time to get in on this one, or has the ship sailed?

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We have seen European equities outperform their American peers in the year to date, both in local currency and in euro. Not even the increase of the US dollar relative to the euro of 8% made a difference to that. What is this pro-European optimism based on? After all, the US economy has seen a significantly better development than the Eurozone. The same is true for US companies, which have been recording profit growth, as opposed to Europe, where profits have generally been falling recently. The uncertainties in Greece and Ukraine only add to this scenario.

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