The US elections in November are not only important from a geopolitical perspective. The race between Joe Biden and Donald Trump for the presidency also influences events on the financial markets.
ARTICLES IN THE TOPIC “Markets”
SARS-CoV-2 is mutating. Barely.
Since the start of the current pandemic researchers and policymakers have worried about possible mutations of SARS-CoV-2. A recent paper based on over 18 500 virus genome samples collected thus far concludes that these worries are unfounded.
The scary R-word: Should we worry about reinfection?
Recently, the first documented case of reinfection with SARS-CoV-2 has apparently surfaced in Hong Kong. A day later, Belgium and the Netherlands also reported a reinfection each. Is it time to worry about acquired immunity and vaccine efficacy? There are three scenarios how this might turn out.
How to invest in the world of Industry 4.0
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.
SERIES: The next 10 years – longterm outlook
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.
Trade conflict between China and the USA – Update from the Investment Division
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.
Continuation of an economic recovery – Update from the Investment Division
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.
COVID19 Update: Sputnik V – the vaccine that came in from the cold
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?
Financial markets outlook: equities and high-yield bonds remain first choice
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
Trump declares war on Chinese companies behind TikTok and WeChat
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.