Inflation, the war in Ukraine and monetary policy are driving the markets and stoking fears of an impending recession. Initial economic indicators also point to gloomy growth prospects.
ARTICLES IN THE TOPIC “Markets”
Toothless central banks: will the interest rate increases remain ineffective?
Rising credit rates and prices for goods and services are hampering consumer demand. Which future scenario can be expected? Interview with Péter Varga, Senior Professional Fund Manager at Erste Asset Management.
Way Out Recession?
The prices of risk asset classes are subject to downward pressure. Is an inflation spiral likely to occur? Will the increase in key interest rates trigger a recession?
High inflation rates increase downside risks
Inflation rates continue to rise, prompting central banks to accelerate rate hikes. Which models for the future inflation development are conceivable? Erste Asset Management Chief Economist Winzer analyzes which scenarios are imaginable in the future.
Despite high inflation, U.S. Treasury Secretary Yellen sees little risk of recession
Sentiment among U.S. consumers has fallen to a record low due to high inflation. How does this data affect the economy? Is a recession looming? Are solid corporate results being ignored?
World Economic Forum in Davos Sees World at Turning Point After Pandemic-Induced Break
The World Economic Forum in Davos, Switzerland, focused on the topics of the Ukraine war, inflation, supply chain problems, food shortages and climate change. How do top politicians and leading economists assess the situation?
Alternative investments defy market losses
The losses of equities, bonds and gold since the beginning of April have put the limelight on the asset class of alternative investments. What are the characteristics of such an asset? Can this slow the downturn? And how can you invest?
Growth fears
Inflation has been the underlying factor in economy for some time. A recovery of GDP on a pre-pandemic level should be reached soon. The probability of a growth phase has increased. What further developments are expected?
Hawkish and bearish
Expectations of key interest rate hikes have been the most important driving factor for the capital markets since the beginning of the year. The Federal Reserve Chairman reiterated the Fed’s hawkish and bearish stance. How will the financial environment change in the second half of the year?
China’s Strict Zero-Covid Strategy Is Slowing Down Economic Recovery
China’s economy is on a downward slide: exports and freight traffic are at their lowest level since the beginning of the pandemic. Investors are turning their backs on the country. Has the bottom now been reached?