Current market information and expert opinions 📈🌍📉
What’s happening on the stock markets? Which sectors and trends are currently popular on the market? Where is the global economy heading, and how are the latest economic developments affecting share prices? Here, our experts and fund managers provide answers to the most pressing questions for investors 👉
The semiconductor industry is considered one of the biggest beneficiaries of the AI boom. Investors therefore kept a close eye on the sector’s figures for the first three months of 2025. One thing became clear: the expansion of AI infrastructure continues to deliver good results for most chip companies – but the sword of Damocles in the form of impending US tariffs is still hanging over industry giants such as Nvidia & Co. Read more in today’s blog post.
Following the tariffs shock and the accompanying market turmoil, the deferral of said tariffs has led to a surprisingly rapid upturn on the equity markets. That being said, uncertainty remains high, even though the US reporting season has been positive so far. Read more in the market commentary by Gerald Stadlbauer, Head of Discretionary Portfolio Management.
The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.
The EU heads of state and government have agreed on a billion euro aid package. It is the largest in the history of the EU. Update from the Investment Division.
Canada’s central bank has left the key interest rate unchanged and no change in monetary policy stance is expected at today’s meeting of the Governing Council.
The stock markets continue to be caught between the economic recovery on the one hand and the rising number of new infections in the USA on the other. Update from the Investment Division.
The last few months in particular have impressively shown us that IT is a critical factor for our society. Are technology companies and their shares what utilities used to be?
Asian stock exchanges traded significantly higher & new infections with the Covid-19 virus reach new record levels. Update from the Investment Division.
Covid19 vaccine: The companies Biontech and Pfizer developed effective antibodies in initial tests. The hope for a vaccine remains. Will it be logistically possible to distribute everything quickly?
Consumer confidence is rising in the USA. An index that measures consumer confidence is the largest growth and has clearly exceeded expectations for the index. Update from the Investment Division
China has navigated the crisis quite well so far and that the growth rate of industrial production has picked up, too. All this in an environment where investors are looking for suitable investment opportunities. The Chinese bond market may just be what they are looking for.
With the opening of many European countries’ borders, the travel industry, which has been severely affected by the response measures to the coronavirus pandemic, is also hoping for a revival of travel and tourism, which has virtually come to a standstill.
The Commodores around Lionel Richie landed a hit with their song “Easy” in 1977. The monetary policy of the central banks remains just as “easy”. Update from the Investment Division
“Rollercoaster ride continues”: Most stock exchanges were clearly in the red & the markets ignore the new infections in China. Update from the Investment Division
New wave of Covid-19 cases from Beijing market spreads to Liaoning and on Friday there was a countermovement on the stock markets. Update from the Investment Division.
In times like Corona, investors fear not only price losses but also loss of dividend payments. What investors should pay attention to and how have dividend shares been held so far?
Yesterday it seemed as if the stock markets needed to catch their breath after the rally of the last few weeks. It was the seventh day that the S&P 500 suffered a daily loss. Update from the Investment Division.
Stock market prices have risen sharply despite the crisis, but the gap between the financial and the real economy continues to widen. Update from the Investment Division.
Germany’s government wants to cushion the consequences of the Corona crisis with a massive economic stimulus package. This show of strength is intended to revive the economy and consumption of citizens and avert a severe recession.
A year ago India was one of the fastest growing economies in the world. Today the world looks completely different because of COVID-19. But no matter how bad the conditions in India are, Prime Minister Modi’s popularity is on the rise. Could he really emerge from the crisis as a profiteer?
“Ain’t no Mountain High Enough”: The mountains of debt that governments are accumulating know hardly any limits at present. Update from the Investment Division.
As the „first in, first out” country of the COVID-19 crisis, China is gradually returning to normal. The April activity numbers indicate that China’s domestic economy has been resilient and has continued to recover from the COVID-19 disruption.
What has occurred since yesterday? Politics 1 – Further tensions between the USA and China. As reported China is attempting to implement a national security law in Hong Kong. Since the UK handed over Hong Kong to China in 1997 the concept “One state, two systems” is in place. That granted Hong Kong a far-reaching autonomous […]
The Corona crisis has also caused the automotive industry to suffer a sharp drop in sales. The sharpest drop in new registrations was recorded in Italy and Spain. China provides a glimmer of hope.
What to expect from equity markets? Interview with Peter Szopo, Chief Equity Strategist with Erste Asset Management, about the current situation on the capital markets.
The “Black Swan” is what stock market experts call an unexpected event and the daily news continues to influence events on the stock markets. Update from the Investment Division
Whether the measures taken by governments and central banks will take effect – these remain the decisive questions for the capital markets. The investment strategy of the YOU INVEST funds continues to be dominated by the pandemic and the measures taken to combat and contain the consequential losses.
What has occurred since the yesterday ? Elon Musk has always been a colorful character. Until now, he could also adorn himself with the fact that his products help save the world. Especially the Tesla electric cars. Yesterday he added another chapter to his extraordinary story by announcing that he will resume production at the […]
On Friday the markets for risky assets received a double boost. The reason for this is a rapid economic recovery after the sharp containment measures. Update from the Investment Division.
The European Central Bank (ECB) wants to stick to its bond purchases despite the recent ruling by the German constitutional court. “We will continue to do whatever is necessary to fulfill this mandate,” said ECB chief Christine Lagarde.
What has occurred since yesterday ? The global equity markets closed yesterday in positive territory. The US markets could see gains of ca. 1%. In Europe the gains were ca. 1,5%. In the last days the trade conflict between the USA and China overshadowed the markets once again. However, from that corner came positive news […]
What has occurred since yesterday ? Gus Backus celebrated in the 1960s some successes in the German Pop music charts. It is remarkable that in the 50s he also scored two top ten hits in the USA. In the chorus in one of his songs he sings: “Who should pay that, who ordered that, who […]
What has occurred since yesterday ? Yesterday the German Constitutional Court has ruled that the Asset Purchase Program of the European Central Bank partly violates the German constitution. Via that program bonds of more than two trillion Euros were purchased since 2015 to bring liquidity to the markets and the economy. As the German constitutional […]
What has occurred since the long weekend? The song „Proud Mary“was written by John Fogerty, the front man of the rock band Creedence Clearwater Revivial. There are many cover versions of this song. The best known is probably from Tina Turner. That version starts with the line “…we’re gonna take the beginning of this song […]
What has occurred since the long weekend? Last week began on a positive note in the markets for risk assets. The US leading index, S&P500, gained 3.6% from Monday to Wednesday. This was triggered by the following positive news: In a study, the drug Remdesivir showed success in treating COVID-19 patients. The US Federal Reserve’s […]
It is now that we are becoming acutely aware of how important work is for us, with the job market data taking to centre stage on this year’s Labour Day. The number of people who are out of a job because of the pandemic has increased drastically. Numerous measures, such as reduced working hours in Austria, have been taken in an effort to contain the situation. We expect a positive trend reversal later in the year.
The selection of stocks based on certain factors has become popular again in recent weeks due to the corona virus crisis. What are the stock strategies that can benefit you the most? We present the most important ones.
The corona pandemic has plunged the world into an economic crisis. Erste AM chief economist Gerhard Winzer analyzes the 10 most important points about recovery, economic policy, inflation and the duration of the slump.
Argentina is crying (again): This time not for Eva Peron – but Argentina’s plans for debt restructuring are meeting with resistance. Update from the Investment Division.
At the beginning of the week stock markets continue the upward trend of the previous week and the WTI oil price falls in double digits to a multi-year low. What will we see this week?
The oil market won’t escape the corona virus unscathed either. Within only two weeks, oil recorded its best and its worst day of the millennium so far.
What has occurred since yesterday ? Markets Stock markets continued to rally yesterday. Europe was up slightly by 0.65%. USA clearly in positive territory at approx. 3%. Asia is slightly in negative territory as of this morning. The oil price fell back down to USD 20.30 (WTI). Gold remained strong at USD 1720 per ounce. […]
What has occurred since last Friday ? This Easter weekend was quite different compared to other Easter weekends of the past. Even if our countries will be on the forefront to loosen the lock-down over the next months not much could be felt from any resurrection yet. At least the OPEC-countries and their allies including […]
What has occurred over the weekend ? On Friday and also over the weekend some movement happened in the talks between Russia and Saudi Arabia about possible oil production cuts. After the last talks of OPEC+ about a month ago ended without an agreement between those two countries Saudi Arabia increased the oil production unilaterally. […]
