The strong economic recovery and positive corporate results are fueling concerns about the emergence of inflation. But are these fears justified? Erste Asset Management equity expert Tamas Menyhart analyzes the situation on the stock exchanges and shows ways of guarding against inflation.
On the world’s stock exchanges, earnings season in the USA is being followed with great interest. During this period, almost all major listed US companies report on their past financial quarter and give an outlook for the coming year.
“Markets recovery”: High yields, EU peripheral government bonds and emerging market bonds posted gains. Update from the Investment Division.
Our young swans are allowed to go back to school and Hong Kong stabilized despite tensions with China. Update from the Investment Division.
The first reporting season of 2020 in the USA is dominated by the corona crisis. What trends can be seen from the Q1 figures for the rest of the year?
At the World Economic Forum in Davos, topics from business, politics and science were discussed. However, climate protection received the most attention. How is the global economy doing?
And what is the outlook for 2020?
The reporting season with the largest US banks started on Wall Street last week. Their results give a good impression of how the previous year went and what trends can be identified for this year.