Erste Asset Management

Erste Asset Management
Market commentary: What will the second half of 2024 bring?
Market commentary: What will the second half of 2024 bring?

Market commentary: What will the second half of 2024 bring?

The second half of 2024 has already kicked off on the financial markets – but what can investors expect from it? After expectations of interest rate cuts in the US were pushed back further and further in the first half of the year, the scope for the US Federal Reserve could increase again in the remainder of the year. The main focus is likely to be on upcoming political decisions – which could also lead to greater fluctuations.

France and UK face economic policy decisions after elections
France and UK face economic policy decisions after elections
(c) PASCAL ROSSIGNOL / REUTERS / picturedesk.com

France and UK face economic policy decisions after elections

The recent elections in France and the UK have brought about a realignment of the political balance of power in both countries and thus also a new start for economic policy in the two major economies. What lies ahead for the two countries?

LATEST CONTRIBUTIONS

Market commentary: What will the second half of 2024 bring?
Market commentary: What will the second half of 2024 bring?

Market commentary: What will the second half of 2024 bring?

The second half of 2024 has already kicked off on the financial markets – but what can investors expect from it? After expectations of interest rate cuts in the US were pushed back further and further in the first half of the year, the scope for the US Federal Reserve could increase again in the remainder of the year. The main focus is likely to be on upcoming political decisions – which could also lead to greater fluctuations.

France and UK face economic policy decisions after elections
France and UK face economic policy decisions after elections
(c) PASCAL ROSSIGNOL / REUTERS / picturedesk.com

France and UK face economic policy decisions after elections

The recent elections in France and the UK have brought about a realignment of the political balance of power in both countries and thus also a new start for economic policy in the two major economies. What lies ahead for the two countries?

Market update: Economists see Germany economy regaining momentum
Market update: Economists see Germany economy regaining momentum

Market update: Economists see Germany economy regaining momentum

In football, things have been going well for the European Championship host country Germany recently with its place in the round of 16, but the economy has been in the doldrums in recent quarters. According to leading economists, this could now change. Positive signals from industry and private consumption indicate that the German economy is regaining momentum.

Know-How

Markets

Equities

Bonds