6 results for keyword "outlook"

Article on tag "outlook"

Inflation: a general overview – Part 1
Inflation: a general overview – Part 1
(c) iStock

Inflation: a general overview – Part 1

At the moment the environment on the markets is very supportive. The economy is booming, the big central banks are still buying government bonds on aggregate and are thus keeping yields low, and the tax reform in the USA has improved the sentiment further over the past weeks. In addition, most asset managers agree on the status quo. Given this background, people ask “when will the party end?”. An increase in inflation is (one of) the usual suspect(s).

European banks: Outlook for 2018
European banks: Outlook for 2018
(c) iStock

European banks: Outlook for 2018

European banks (as measured by the Stoxx 600 Banks Index) had a decent year in 2017: the index climbed more than 8%, slightly outperforming the broader European market (Stoxx 600 Index). The strongest positive impulse came from the French elections in April last year, where the populist threat was successfully defeated by Emmanuel Macron, arguably the most market-friendly candidate among the contenders. A robust European economy and a solid business sentiment throughout the year also helped banking shares go higher.

Capital markets outlook for 2018: Will the party hold on?
Capital markets outlook for 2018: Will the party hold on?
(c) Erste Asset Management

Capital markets outlook for 2018: Will the party hold on?

2017 is drawing to an end, and the bottom line is positive. The outcome is significantly better than we had expected. Since the financial crisis in 2008, the global economy has never expanded more quickly and especially concertedly than in 2017. Also, inflation has surprised on the downside, falling short yet again of the expectations held by central banks and analysts.