Erste Asset Management - Blog

Artikel zu Schlagwort: OECD
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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 03rd March 2015

Boon and bane

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The driving topics on the financial markets are the stabilisation of the oil price, mixed economic indicators globally vs. positive economic indicators for the Eurozone, the temporary decline in escalation risk, and the expansive central bank policies.

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