57 results for keyword "inflation"

Article on tag "inflation"

Erste Asset Management financial markets outlook for the second half of 2021
Erste Asset Management financial markets outlook for the second half of 2021
(c) unsplash

Erste Asset Management financial markets outlook for the second half of 2021

Since the beginning of the year, the rapid recovery of the economy has mainly supported securities such as equities. But what happens next? Erste AM Managing Director Heinz Bednar and Head of Multi Asset Alexander Lechner explain how the second half of 2021 and especially our focus on sustainability will continue to develop in our outlook for the next six months.

Yield curve management
Yield curve management
(c) iStock, Jonathan P. Larsen/Diadem Images

Yield curve management

In recent days, equities and other risky asset classes have come under pressure despite the fact that in the year to date the optimism about an economic recovery has been on the rise. Is that a case of “buy the rumour, sell the fact”? Had the good news already been priced into the market? Or is there another mechanism that could be driving the future development?

EU Commission lowers growth forecasts for 2021, but is more optimistic for 2022
EU Commission lowers growth forecasts for 2021, but is more optimistic for 2022
(c) unsplash

EU Commission lowers growth forecasts for 2021, but is more optimistic for 2022

In view of the still rampant Corona pandemic, the EU Commission has recently lowered its growth forecasts for 2021. With the delays in some EU countries’ vaccination programmes, the lockdowns could also drag on, delaying the expected economic recovery, the Commission argues.

High Inflation – likely to emerge?
High Inflation – likely to emerge?
(c) unsplash

High Inflation – likely to emerge?

At the beginning of September, the FED announced a significant change in their policy: They officially announced the implementation of “average inflation targeting”. This allows to have a higher inflation rate for a period of time instead of being closely held to the target inflation rate of 2%.
Why did the FED announce this shift in its policy? Is inflation returning in the agenda? In this article, we intend to show the policy requirements for high(er) inflation.

Hungary: fiscal and monetary policy news
Hungary: fiscal and monetary policy news

Hungary: fiscal and monetary policy news

The European media has been paying attention to unorthodox economic policies in Hungary for years, supporting or opposing them depending where they stand on the political spectrum. At the same time Hungarian decision makers always stress they represent normality. Nowadays the question is: should we finally expect both monetary and fiscal policy normalization in the following years?