Articles about “Iran war”
The Iran War and its consequences: Which industries are most affected
The consequences of the war in Iran are increasingly affecting the global economy. Rising energy prices, disrupted supply chains, and higher transportation costs are increasing cost pressures along international value chains. Not all companies are facing the same level of pressure. To find out which sectors are particularly affected and where potential beneficiaries are emerging, read the new investment blog from Erste Asset Management.
Gold price under pressure: Pause or trend reversal?
With the outbreak of war in Iran, the rally in the price of gold has also stalled. Despite the geopolitical risks, the precious metal has recently been weak. However, there are a number of factors that could drive the gold price back into higher spheres, as portfolio manager Gabor Minarik analyzes in his article.
Signs of easing in the Persian Gulf
The US, Israel, and Iran have agreed to a two-week ceasefire. The markets have reacted positively, but does this mean lasting peace? Chief Economist Gerhard Winzer analyzes this in his weekly market commentary.
Weekly Winzer: Hope for negotiations
The situation in the Iran war has come to a head in recent days. While the real objectives of the USA and Israel remain largely unclear, the question arises as to how realistic negotiations in the near future are. Read more in today’s market commentary by Chief Economist Gerhard Winzer.
Weekly Winzer: Cash is king
The events in the Middle East continue to have the markets in their grip: both equities and bonds suffered further losses. The price of gold is also falling in anticipation of rising interest rates. The duration of the fighting and the impact on the energy infrastructure in the region remain crucial.
Weekly Winzer: The energy price shock in the Middle East
The sharp rise in energy prices remains the number one topic on the markets. While the medium and long-term consequences of the Iran war still depend on many unknowns, the upcoming interest rate decisions this week are also in focus.
Weekly Winzer: Escalation in Middle East
After the weekend, energy prices continued to rise significantly amid the Iran war. How risky is the conflict for the global economy and how do we act in portfolio positioning? Chief economist Gerhard Winzer assesses the market situation at the start of the week.