While equities have recently risen, yields on the bond market have weakened. The markets are being supported by increasing hopes of a “soft” landing for the economy. What are the chances of this scenario?
ARTICLES IN THE TOPIC “Markets”
Surprise result in the Dutch elections
After around a year, the Dutch government under Prime Minister Rutte collapsed in the summer of 2023 due to disagreement over migration policy. It came as a surprise that long-serving Prime Minister Rutte decided not to stand again in the next elections. After more than thirteen years in office, making him the longest-serving prime minister […]
Can China’s economy still be revived after the slowdown?
According to Covid, growth in the Chinese economy is lower than expected and the willingness to invest and consume is declining. The real estate market is also adjusting after the boom years. What short- and long-term measures does the central government intend to take to revive the economy?
More Optimistic Outlook for German Economy among Experts
Stock market professionals are less pessimistic about the prospects for the German economy in the next six months. This is shown by the current economic barometer of the Center for European Economic Research (ZEW). The government also wants to get the economy moving again with additional relief measures.
Encouraging fall in inflation
Since the beginning of November the prices of both risky security classes such as equities and credit-safe government bonds have been on the rise. The market appears to be increasingly pricing in a so-called “soft” landing for the economy. The probability of this actually increased over the course of the year. However, the economic data published in recent weeks and months does not contradict the “hard” landing scenario.
Soft-landing optimism might be in for some disappointment
The financial environment has become slightly more relaxed since the beginning of November. This fact is manifesting itself on the market in the form of falling yields and rising share prices. This week, two indicators relating to the US economy in particular could provide clues as to the sustainability of this trend since the beginning of the month: retail sales and consumer prices.
Holiday sales: Hopes for record season in the US
The robust labor market and many special offers give hope for another record Christmas season in the USA. The latest market research data also shows that, despite inflation and high interest rates, Americans are once again planning to spend more over the holidays this year.
India and the West – at the crossroads?
India was recently in the spotlight as the venue for the G20 summit. Shortly thereafter, however, the relationship with the major Western states cooled. How will the West’s relationship with India develop and what role will the country play in the future?
Middle East Conflict continues: worries about expansion to other countries
Roughly two weeks after the surprising terrorist attacks by the radical Islamic Hamas ruling the Gaza Strip, on targets in Israel, the military conflict in the country continues unabated. The war in the region also continues to dominate the financial and commodity markets, with global concerns that the conflict could possibly spread to other countries in the Middle East being the main driver of uncertainty.
Artificial Intelligence – Tool or Toy?
There is hardly any getting around artificial intelligence (AI). Are we only at the beginning of an AI hype or has it already peaked? For whom is AI good business at all and what can the new technology actually be used for?