Inflation peaked in the US and the eurozone in May and has declined from there. Long term yields fell and lowered real yields. How could this happen?
The strong economic recovery and positive corporate results are fueling concerns about the emergence of inflation. But are these fears justified? Erste Asset Management equity expert Tamas Menyhart analyzes the situation on the stock exchanges and shows ways of guarding against inflation.
The global stock markets got off to a strong start into the new year and continued to gain, which means that the bull market has now lasted for almost a year. However, the market structure has changed significantly in the past few months. Our equity expert Tamás Menyhart analyzes the current situation.
The year started strongly for European markets with investors favoring Italian banks and stocks. But then came the budget proposal of the new Italian government, changing the mood abruptly. Read about it in our new blog!