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.
There is no question that new technologies will play a crucial role in everyday life. Understanding the trend and taking a reasonable action from investment point of view requires to have specific knowledge and setup specific metrics.
The stock exchanges have gone through a rollercoaster ride of shedding 25% in value in March before rebounding sharply and even setting new highs, for example in the USA. In view of the difficult situation due to the corona virus and the resulting tense economic situation, many investors have asked themselves whether it might still pay off to buy after recent share price increases.
You need a mixture of history, economics and politics to hear through the everyday noise and recognize the big trends of the future. In our new series, Erste AM’s investment team identifies those factors that will determine the next 10 years.
The trade conflict between China and the USA is gaining further momentum. In our opinion, this should also be seen against the background of the approaching presidential election campaign.
High-yield corporate bonds are currently in keen demand again, driven by the energetic steps taken by the central banks in their fight against the coronavirus crisis.
The majority of economic indicators point to a continuation of an economic recovery. This is indicated by data on industrial production, survey-based indicators and rising producer prices.
When Russian President Vladimir Putin celebrated his “Mission Accomplished” moment on August 11th with the announcement of Sputnik V, the world’s first SARS-CoV-2 vaccine, the global scientific community reacted with a mix of skepticism and condemnation. Is this warranted or a result of russophobia?
On top of the corona situation, two additional developments have been crucial for the development of the financial markets. The central banks have been pursuing a very expansive regime on a global scale, and at the same massive stimulus packages have been passed in an effort to get the economy up to speed again
US President Donald Trump has escalated his fight against the Chinese-owned social media services TikTok and WeChat, and in the process also caused new tensions in the trade dispute with China.
The US stock market was lifted by technology stocks such as Apple and Microsoft & earnings growth so far is -10.5%. Update from the Investment Division.
Yesterday, the Fed was the focus of attention & the increase in Covid 19 infections could put further pressure on the economy. Update from the Investment Division.
In one hit the Black Eyed Peas sang “I just can’t get enough”. Even governments and central banks seem to have fallen in love with economic stimulus packages. Update from the Investment Division.
The markets for risky assets ended last week with losses. The main reason was the escalating tensions between China and the US. Update from the Investment Division.
The pharmaceutical companies and universities racing to develop a corona vaccine are making strides: according to the World Health Organisation (WHO), 25 candidates are currently undergoing clinical trials.
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 […]
