Erste Asset Management Investment Blog

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Article on tag "markets"

Fiscal- and monetary policies – Update from the Investment Division
Fiscal- and monetary policies – Update from the Investment Division
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Fiscal- and monetary policies – Update from the Investment Division

What has occurred since yesterday ? Gus Backus celebrated in the 1960s some successes in the German Pop music charts. It is remarkable that in the 50s he also scored two top ten hits in the USA. In the chorus in one of his songs he sings: “Who should pay that, who ordered that, who […]

ECB bond purchases unconstitutional – Update from the Investment Division
ECB bond purchases unconstitutional – Update from the Investment Division
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ECB bond purchases unconstitutional – Update from the Investment Division

What has occurred since yesterday ? Yesterday the German Constitutional Court has ruled that the Asset Purchase Program of the European Central Bank partly violates the German constitution. Via that program bonds of more than two trillion Euros were purchased since 2015 to bring liquidity to the markets and the economy. As the German constitutional […]

„Rough, nice and easy“ – Update from the Investment Division
„Rough, nice and easy“ – Update from the Investment Division
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„Rough, nice and easy“ – Update from the Investment Division

What has occurred since the long weekend? The song „Proud Mary“was written by John Fogerty, the front man of the rock band Creedence Clearwater Revivial. There are many cover versions of this song. The best known is probably from Tina Turner. That version starts with the line “…we’re gonna take the beginning of this song […]

Losses at beginning of week – Update from the Investment Division
Losses at beginning of week – Update from the Investment Division
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Losses at beginning of week – Update from the Investment Division

What has occurred since the long weekend? Last week began on a positive note in the markets for risk assets. The US leading index, S&P500, gained 3.6% from Monday to Wednesday. This was triggered by the following positive news: In a study, the drug Remdesivir showed success in treating COVID-19 patients. The US Federal Reserve’s […]

Stock market rally– Update from the Investment Division
Stock market rally– Update from the Investment Division
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Stock market rally– Update from the Investment Division

What has occurred since yesterday ? Markets Stock markets continued to rally yesterday. Europe was up slightly by 0.65%. USA clearly in positive territory at approx. 3%. Asia is slightly in negative territory as of this morning. The oil price fell back down to USD 20.30 (WTI). Gold remained strong at USD 1720 per ounce. […]

Reduction in Covid-19 deaths – Update from the Investment Division
Reduction in Covid-19 deaths – Update from the Investment Division
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Reduction in Covid-19 deaths – Update from the Investment Division

What has occurred over the weekend ? On Friday and also over the weekend some movement happened in the talks between Russia and Saudi Arabia about possible oil production cuts. After the last talks of OPEC+ about a month ago ended without an agreement between those two countries Saudi Arabia increased the oil production unilaterally. […]

Positive summary of last week – Update from the Investment Division
Positive summary of last week – Update from the Investment Division
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Positive summary of last week – Update from the Investment Division

What has occurred over the weekend? Equity markets had a good week. The US-equity index S&P 500 gained + 10,3%. Also the European markets gained significantly. The EuroStoxx 50 gained 7,5%. A bit negative were the losses on Friday (S&P 500 – 3,4%, EuroStoxx 50 – 4,2%). Volatility in the markets remained on a higher […]