Erste Asset Management - Blog

Artikel zu Schlagwort: commodity prices
Gerhard Winzer am 05th February 2018

Strong growth and rising rates

(c) iStock

At the beginning of 2018, economic indicators are confirming the recovery scenario. Above all, the yields of government bonds are on the rise. Why is that the case, and what does it mean for the financial market as a whole?

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Gast-AutorIn / Guest Author am 28th November 2017

Emerging markets – not a pure commodities story any longer


Gabriela Tinti was interviewed by Dieter Kerschbaum, Erste AM Communications.


The global economy is experiencing significant growth, and the emerging markets have felt the increased economic growth rates as well. Even in problematic countries such as Brazil or Russia, the situation has been picking up due to the increased oil price.

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Gerhard Winzer am 16th September 2015

All eyes on Washington: Will the Fed funds rate be raised?


Interest rate decision by the Fed
Tomorrow, Thursday 17 September 2015, the federal Open Market Committee (FOMC) of the US central bank Fed will be taking an important decision. Is the Fed funds rate to be raised or not? The financial markets have accorded this decision a particularly important role. After all, the rate hike by the most important central bank in the world could cause the degree of instability on the financial market to continue rising.

Regardless of whether or not a rate hike materialises, the Fed will communicate that the interest rate cycle will only be set off very gradually. At the same time, the projection for the final level of the cycle will probably be taken down a bit. If the Fed managed to alleviate the worries of excessive rate hikes, a slight increase of the Fed funds rate on coming Thursday would not upset the financial markets in any sustainable fashion. However, the weakest segments in the emerging countries would come under pressure.
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Sevda Sarp am 31st August 2015

Turkey and the feeling of summer time sadness


We are almost approaching the end of the summer but it looks like we are back to April 2015 in Turkey. The election outcome and aftermath did not work as politicians had desired and the efforts to form a government have failed so far.

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Gerhard Winzer am 07th August 2015

Emerging countries under pressure

Photo: iStock

Commodity prices have fallen drastically since the beginning of July. The commodity price index provided by Bloomberg has fallen by nearly 12%. In fact, many commodity prices are locked in a bear market. The index is currently almost 50% below the level of the beginning of 2011.

Over the same period the currencies of emerging countries have depreciated by about 35% vis-à-vis the US dollar, and equities have fallen by about 26%.

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Gerhard Winzer am 31st July 2015

China weighs heavy on commodity prices and production


Global GDP growth has probably only increased marginally in Q2 after the very weak Q1. Economic activity has thus remained disappointingly weak on a global scale.

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