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144 results for keyword "inflation"

Article on tag "inflation"

Favorable indicators: Soft landing on approach?
Favorable indicators: Soft landing on approach?

Favorable indicators: Soft landing on approach?

More and more indicators are pointing to good global growth. Even regions and sectors that had recently weakened are likely to return to growth. The soft landing after the sharp rise in inflation and the turnaround in interest rates could succeed. The decline in inflation is pausing at the same time, as yesterday’s US inflation data shows.

Inflation, interest rates, markets: 10 topics for 2024
Inflation, interest rates, markets: 10 topics for 2024
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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.

More Optimistic Outlook for German Economy among Experts
More Optimistic Outlook for German Economy among Experts
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More Optimistic Outlook for German Economy among Experts

Stock market professionals are less pessimistic about the prospects for the German economy in the next six months. This is shown by the current economic barometer of the Center for European Economic Research (ZEW). The government also wants to get the economy moving again with additional relief measures.

Encouraging fall in inflation
Encouraging fall in inflation
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Encouraging fall in inflation

Since the beginning of November the prices of both risky security classes such as equities and credit-safe government bonds have been on the rise. The market appears to be increasingly pricing in a so-called “soft” landing for the economy. The probability of this actually increased over the course of the year. However, the economic data published in recent weeks and months does not contradict the “hard” landing scenario.

Soft-landing optimism might be in for some disappointment
Soft-landing optimism might be in for some disappointment
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Soft-landing optimism might be in for some disappointment

The financial environment has become slightly more relaxed since the beginning of November. This fact is manifesting itself on the market in the form of falling yields and rising share prices. This week, two indicators relating to the US economy in particular could provide clues as to the sustainability of this trend since the beginning of the month: retail sales and consumer prices.

How restrictive are the current interest rate policy and financial environment really?
How restrictive are the current interest rate policy and financial environment really?
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How restrictive are the current interest rate policy and financial environment really?

In line with the surprisingly strong economic indicators in the US, government bond yields have risen significantly in recent months. This is putting pressure on the prices of many classes of securities and intensifying discussions about how restrictive interest rate policy really is. Could the higher level of yields make the central bank’s job easier in the form of further interest rate hikes?