Articles about “US tariffs”
Trump 2.0 – The first 100 days lie behind us
Following the tariffs shock and the accompanying market turmoil, the deferral of said tariffs has led to a surprisingly rapid upturn on the equity markets. That being said, uncertainty remains high, even though the US reporting season has been positive so far. Read more in the market commentary by Gerald Stadlbauer, Head of Discretionary Portfolio Management.
The first 100 days
The first 100 days of Donald Trump’s second presidency are behind us. What has happened since then? Will the structural changes continue at this pace?
Stock markets react volatile to tariff pause: what happens next?
The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.
US tariffs trigger a price slide – what to do now
The latest US tariffs have caused considerable turbulence on the financial markets worldwide. What is the background to the tariffs and how can investors react in the current environment?
Central banks are becoming more cautious: these are the implications for the bond market
The investment package in Germany and the associated ‘abandonment of the debt brake’ has caused a lot of movement in the eurozone bond market. Meanwhile, central banks have to manage the balancing act between slowing economic growth and rising inflation. Dániel Bebesy, Fixed Income Portfolio Manager at Erste Asset Management Hungary, talks in an interview about the recent central bank meetings and their impact on the bond market.
Trump on fire!
Donald Trump is getting serious and imposing temporary tariffs on his major trading partners. He is also escalating the war in Ukraine and increasing the pressure on Europe, which will hopefully soon be galvanized into unity with a new German Bundestag.