Erste Asset Management Investment Blog

565 results for the topic "Markets"

ARTICLES IN THE TOPIC “Markets”

Favorable indicators: Soft landing on approach?
Favorable indicators: Soft landing on approach?

Favorable indicators: Soft landing on approach?

More and more indicators are pointing to good global growth. Even regions and sectors that had recently weakened are likely to return to growth. The soft landing after the sharp rise in inflation and the turnaround in interest rates could succeed. The decline in inflation is pausing at the same time, as yesterday’s US inflation data shows.

Interest rate cuts and economic growth – a favourable environment for the markets
Interest rate cuts and economic growth – a favourable environment for the markets

Interest rate cuts and economic growth – a favourable environment for the markets

Even though the ECB recently left its key interest rate unchanged, central banks are increasingly signaling an inclination to cut interest rates for the first time. At the same time, the indicators point to good economic growth at a global level. These are positive signals for the stock markets.

What is the key interest rate?
What is the key interest rate?
(c) VISUM / Visum / picturedesk.com

What is the key interest rate?

Ahead of the ECB’s upcoming interest rate decision, there is much discussion about the central banks’ interest rate policy and the key interest rate – will it be lowered or not? Its development has a significant influence on the economy and the financial markets. In this article, we discuss the role of the key interest rate and which interest rates are relevant.

Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics
Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics
(c) Lian Yi Xinhua / Eyevine / picturedesk.com

Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics

Last week, many high-ranking representatives from politics and business once again gathered in Davos, Switzerland, for the annual World Economic Forum. The most pressing topics were the use of AI, the climate crisis and geopolitical tensions. Meanwhile, central bankers made interesting statements on future interest rate policy.