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?
Article on tag "inflation"
Ten theses for 2019
Read our recent blog post on the ten theses for financial market development in 2019. Is fear of a recession exaggerated?
Market remains cautious
The positive reaction to the agreement between the USA and China on not further escalating the trade conflict for the time being was only short-lived. Risky assets remain under pressure. A number of factors continue to burden the markets.
Slovakia: moving towards long-term sustainability?
The engine of the economy in Slovakia is running on a good momentum. In recent years it has been going through a cyclical upswing. Take a look at the drivers, but also consider potential threats going forward.
Financial markets 2018: reasons to be cautiously optimistic
The financial markets have been on the rocks in 2018. Read here why you should still keep a cautiously optimistic stance.
Strong USA, weak emerging markets, risk of inflation – is the economic boom drawing to an end?
This blog entry will discuss three scenarios for the coming quarters and the coming year.
YIELD RADAR: September 2018
Annualised real global GDP growth amounts to slightly above 3%. The composition of growth is not homogenuous. While the US economy grows strongly, the weakening loan growths puts weight on the economic activity in China. Find out more in the current yield radar.
Russian bonds should see good performance
In this interview Anton Hauser, senior fund manager at Erste Asset Management and expert for Central and East European (CEE) government bonds , talks about the difficult first half of 2018 and illustrates possible future scenarios.
Market view: Increased uncertainty
The performance of most asset classes in the year to date has been mixed, to put it euphemistically. Is there a common underlying factor? Can we expect to see a better second half of the year?
Rising interest rates in the USA
The sentiment of the financial market participants has deteriorated in the past months, with the losses across numerous asset classes in the year to date seemingly the driving factor. Now we have to ask ourselves: are we at the outset of a new trend, or is this just a case of increased volatility? The general decline in prices has gone in conspicuous tandem with the increase in three important financial market ratios: