Ahead of the upcoming interest rate decision by the Federal Reserve, a number of economic indicators point to increasing risks of growth or recession. There are also uncertainties regarding the further development of inflation and the effectiveness of monetary policy measures.
Gerhard Winzer, Chief Economist at Erste Asset Management, provides an overview of recent economic developments and explains, among other things, what structural problems the euro is facing.
Ahead of the upcoming reporting season, several negative factors dominate the markets. Tamás Menyhárt, Senior Fund Manager at Erste Asset Management, sums up the stock market year so far and shares his views on the further development.
The bears have gained the upper hand on the stock markets. How investors and savers can overcome this phase and why perseverance could pay off right now.
Since the beginning of the year, the bond markets have been in a bear market. What are the implications for the economy? Erste Asset Management Chief Economist Gerhard Winzer analyzes three models in relation to the development of inflation and their implications.
Inflation, the war in Ukraine and monetary policy are driving the markets and stoking fears of an impending recession. Initial economic indicators also point to gloomy growth prospects.
Rising credit rates and prices for goods and services are hampering consumer demand. Which future scenario can be expected? Interview with Péter Varga, Senior Professional Fund Manager at Erste Asset Management.
The prices of risk asset classes are subject to downward pressure. Is an inflation spiral likely to occur? Will the increase in key interest rates trigger a recession?
Inflation rates continue to rise, prompting central banks to accelerate rate hikes. Which models for the future inflation development are conceivable? Erste Asset Management Chief Economist Winzer analyzes which scenarios are imaginable in the future.
Sentiment among U.S. consumers has fallen to a record low due to high inflation. How does this data affect the economy? Is a recession looming? Are solid corporate results being ignored?
