Erste Asset Management Investment Blog

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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.