Erste Asset Management Investment Blog

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Members of OPEC+ plan to further cut oil production
Members of OPEC+ plan to further cut oil production
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Members of OPEC+ plan to further cut oil production

The OPEC+ oil association was unable to agree on official production cuts at its meeting last Thursday. However, individual member states announced plans for cuts. In a joint statement after the meeting, the more than twenty OPEC+ states also announced that Brazil would join the production alliance at the beginning of next year.

More Optimistic Outlook for German Economy among Experts
More Optimistic Outlook for German Economy among Experts
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More Optimistic Outlook for German Economy among Experts

Stock market professionals are less pessimistic about the prospects for the German economy in the next six months. This is shown by the current economic barometer of the Center for European Economic Research (ZEW). The government also wants to get the economy moving again with additional relief measures.

Middle East Conflict continues: worries about expansion to other countries
Middle East Conflict continues: worries about expansion to other countries
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Middle East Conflict continues: worries about expansion to other countries

Roughly two weeks after the surprising terrorist attacks by the radical Islamic Hamas ruling the Gaza Strip, on targets in Israel, the military conflict in the country continues unabated. The war in the region also continues to dominate the financial and commodity markets, with global concerns that the conflict could possibly spread to other countries in the Middle East being the main driver of uncertainty.

Inflation continues to fall: Do interest rate hikes now come to an end?
Inflation continues to fall: Do interest rate hikes now come to an end?

Inflation continues to fall: Do interest rate hikes now come to an end?

Inflation in the Eurozone is expected to fall further. According to initial estimates, the inflation rate fell more sharply than expected in August. With a view to the next ECB interest rate decision at the end of October, the question now arises: Do interest rate hikes now come to an end?

The known unknown: China’s recovery proves more difficult than expected
The known unknown: China’s recovery proves more difficult than expected
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The known unknown: China’s recovery proves more difficult than expected

After getting off to a good start at the outset of the year, economic recovery in China has recently stalled again. Following the lifting of stringent measures to contain the pandemic, the path out of the crisis is proving slower than expected. The flagging domestic demand as well as the ailing real estate sector, have recently put a damper on the world’s second-largest economy.

Turnaround in the Energy Market: Power Companies Raise Forecasts, Oil Companies’ Profits Drop
Turnaround in the Energy Market: Power Companies Raise Forecasts, Oil Companies’ Profits Drop
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Turnaround in the Energy Market: Power Companies Raise Forecasts, Oil Companies’ Profits Drop

The decline in crude oil prices has led to a trend reversal in the energy market this year: while many power companies have recently raised their profit forecasts, the major oil companies suffered massively from the recent drop in crude oil prices. Meanwhile, in the effort to reach climate targets, the trend toward renewable energies continues unabate