Erste Asset Management Investment Blog

APA FINANCE / ERSTE AM COMMUNICATIONS

A blog post by APA Finance together with Erste AM Communications.

THIS AUTHOR'S POSTS

Trump’s tariff plans: a game with no winners?
Trump’s tariff plans: a game with no winners?
 (c) AdobeStock

Trump’s tariff plans: a game with no winners?

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On 20 January, the world will once again look to Washington with anticipation as Donald Trump is sworn in as US President for the second time in front of the Capitol. In any case, his statements and plans are already the focus of attention on the financial markets.

Trump is planning high import tariffs for goods, for example from Mexico and China. The possible consequences range from the threat of a trade war to a comeback of inflation. In the end, will no one benefit from the planned tariff measures?

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China prepares economic stimulus package in response to recession and looming trade war
China prepares economic stimulus package in response to recession and looming trade war

China prepares economic stimulus package in response to recession and looming trade war

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The former growth engine China is having trouble getting back on track. Geopolitical tensions, the crisis in the domestic real estate sector and weak domestic consumption are hampering the country’s economy.

The government in Beijing is using billions in support measures not only to counter the economic downturn, but also to brace itself against the tariffs announced by US President-elect Donald Trump. But can these measures also help the faltering Chinese stock market?

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Traffic light coalition stop – fast lane or reform logjam in Germany?
Traffic light coalition stop – fast lane or reform logjam in Germany?
 (c) Hannes P Albert / dpa / picturedesk.com

Traffic light coalition stop – fast lane or reform logjam in Germany?

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First, Donald Trump’s victory in the US presidential election, and then the end of the coalition government: What does the German economy have to look forward to? Experts see major challenges ahead for the world’s fourth-largest economy. However, the upcoming elections also offer the potential for a fresh start. In today’s blog post, we discuss what this could look like.

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Deficit spiraling out of control: French government plans drastic austerity program
Deficit spiraling out of control: French government plans drastic austerity program

Deficit spiraling out of control: French government plans drastic austerity program

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The high deficit in the French national budget is forcing the new government to implement drastic austerity measures. Investors are keeping a close eye on the announced plans, as the tense financial situation has been noticeable on the stock market for some time.

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Tense situation in the Middle East: Will oil prices rise again?
Tense situation in the Middle East: Will oil prices rise again?
 (c) Khalil Dawood Xinhua / Eyevine / picturedesk.com

Tense situation in the Middle East: Will oil prices rise again?

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Oil prices have fallen significantly in the year to date, which also had a noticeable dampening effect on inflation. However, this could change with the further escalation in the Middle East. Following the Iranian missile attack on Israel, Prime Minister Netanyahu announced retaliation.

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Is the AI Rally Nearing its End?
Is the AI Rally Nearing its End?
 (c) pexels

Is the AI Rally Nearing its End?

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Following this week’s interest rate cut by the US Federal Reserve, shares related to artificial intelligence (AI) applications are once again in the spotlight. Investors are hoping that AI will have a positive impact on the business figures of the key players. With the ERSTE STOCK TECHNO fund, you can invest in the most important companies in future technologies.

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Japan: Back to Normality
Japan: Back to Normality

Japan: Back to Normality

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The Japanese stock market quickly recovered from the slide at the beginning of the month. However, attention remains focused on the Japanese central bank after it announced that it would hold off on further interest rate hikes for the time being. However, the Bank of Japan’s direction of travel seems clear: away from the ultra-loose monetary policy of recent years.

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After Biden’s withdrawal: What plans does Kamala Harris have for the economy?
After Biden’s withdrawal: What plans does Kamala Harris have for the economy?

After Biden’s withdrawal: What plans does Kamala Harris have for the economy?

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The withdrawal of incumbent US President Joe Biden from the presidential race is bringing new momentum to the election campaign. Kamala Harris, currently Vice President under Biden, is now seen as the likely Democratic candidate. What policies could Harris stand for and what plans could she have for the US economy?

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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

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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?

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

Market update: Economists see Germany economy regaining momentum

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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.

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