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 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?
Is the ECB reacting too late to the rising inflation? Is the massive money supply a ticking time bomb? All eyes are on the European interest rate policy.
The global economy has been confronted with two stagflationary events in the last two years: the Covid-19 pandemic and the war in Ukraine. What factors are influencing the uncertainty in the markets? Erste Asset Management Chief Economist Winzer analyzes which scenarios are conceivable in the future.
The US Federal Reserve is turning the interest rate screw hard and accelerating the exit from its ultra-expansive monetary policy. Will it get a grip on high inflation? And how will the economy cope with higher interest rates?
The European taxonomy created uniform criteria for sustainable investments. Nuclear power was also classified as green under certain conditions. Read the ESGenius Letter on the topic of “Green nuclear power?”.
Companies and their stakeholders are needed to achieve the goal of an effective, science-based climate strategy with a sustainably oriented financial market that drives this transformation.
The EU Commission announced that certain activities involving nuclear power and natural gas will be included in the EU taxonomy. Small Modular Reactors are seen as an investment opportunity. How are energy suppliers and the financial sector dealing with this?
The financial markets started this week with high volatility. The US leading index S&P 500 suffered a loss of more than 2% since Monday, while the European index EuroStoxx 600 is almost 3% lower. What will we observe in the coming days?
After the Netflix share price crash: Are the golden days for streaming providers like Netflix and Amazon over? What new plans could inspire investors?
