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.
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.
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?
The world is in a state of emergency, with the corona pandemic constituting a global health, economic, and financial crisis. The term “Coronacession” has been created as a chimaera of corona and recession. The central question is how deep the emergency runs and how long it will last. The speed of the development is breath-taking. […]
Trade war, a possible cooling of the world economy and growing uncertainties at the home market: is the Chinese dragon spinning?
Read our recent blog post on the ten theses for financial market development in 2019. Is fear of a recession exaggerated?
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?
Has the political and economical backdrop improved as result of the election in Turkey? In our newest blog post we’re answering 7 of the most important questions.
