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Article on tag "China"

Inflation, interest rates, markets: 10 topics for 2024
Inflation, interest rates, markets: 10 topics for 2024
(c) unsplash

Inflation, interest rates, markets: 10 topics for 2024

After the price rally at the end of last year, the markets started 2024 with price losses. The ongoing positive correlation between bonds and equities is striking. Both asset classes have fallen equally recently, which makes diversification in a portfolio more difficult. But the year has only just begun. We therefore take a look at 10 key topics for 2024 that could be helpful when putting together a portfolio.

Can China’s economy still be revived after the slowdown?
Can China’s economy still be revived after the slowdown?
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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?

What are the lasting results of the central bank meeting in Jackson Hole?
What are the lasting results of the central bank meeting in Jackson Hole?
unsplash (c)

What are the lasting results of the central bank meeting in Jackson Hole?

At the annual meeting of central bankers in Jackson Hole Federal Reserve Chair, Jerome Powell, summed up the uncertain environment as “navigating by the stars in a cloudy sky”. This relates, among other things, to the uncertainty about the level of the neutral interest rate, the lagged effect of key-lending rate hikes on economic growth and inflation, and the drivers of inflation.

The known unknown: China’s recovery proves more difficult than expected
The known unknown: China’s recovery proves more difficult than expected
(c) unsplash

The known unknown: China’s recovery proves more difficult than expected

After getting off to a good start at the outset of the year, economic recovery in China has recently stalled again. Following the lifting of stringent measures to contain the pandemic, the path out of the crisis is proving slower than expected. The flagging domestic demand as well as the ailing real estate sector, have recently put a damper on the world’s second-largest economy.

Meager Growth
Meager Growth
(c) SAUL LOEB / AFP / picturedesk.com

Meager Growth

Global growth is likely to cool significantly in the second quarter. At the same time, recession risks remain uncomfortably high, as Chief Economist Gerhard Winzer writes in his market commentary. The further course of negotiations on the US debt ceiling is also likely to cause tension on the market.