The new tariffs imposed by the US government and the reactions from Mexico, Canada and China make a trade war more likely. At the same time, the US economy is showing the first signs of weakening. All of this could mean a headwind for the financial markets.
Environmental stocks have corrected sharply in some cases as a result of the US election. We discuss with Alexander Weiss, fund manager of the ERSTE GREEN INVEST, how our fund management is positioned and what opportunities are arising for renewable equities.
The day of the US election has arrived, bringing an end to a long, intense and exciting election campaign. What economic course could the US enter after the election and what impact can be expected on the country’s already high debt level?
Two years ago, the USA initiated its energy transition with the Inflation Reduction Act. This was followed by billions in subsidies and investments in renewable energies. What will happen to the Act if Donald Trump makes a comeback to the White House? Is the “Green Rush” in danger of coming to an end?
Election campaign, interest rate turnaround, sluggish growth in Europe – there should be no sign of autumn fatigue on the stock markets. What will the coming (and certainly exciting) weeks bring for the markets and how can investors prepare for them?
Three weeks before election day, the race for the White House is wide open: While Kamala Harris is ahead in the nationwide polls, Donald Trump is currently likely to be ahead in the crucial “swing states”. In any case, the economic situation and mood in the USA are likely to play an important role in the race for the presidency.
In September, the US labor market performed surprisingly well, with significantly more new jobs created than expected. This has pushed back concerns about an impending recession, which is positive for the financial markets. Was the strong labor market report just an outlier, or is the US Federal Reserve perhaps on the right track to achieving the hoped-for “soft landing”?
The Sahm Rule, an important recession indicator in the US, was triggered at the beginning of August – causing uncertainty on the markets. We explain what is behind the indicator and why everything could be different this time.
Both the markets and central banks are pointing to a shift in economic risks from inflation towards growth. The focus is currently on the US labor market.
There was little to cheer about on the stock markets at the start of the week: there were significant price losses in both Europe and the USA and the Japanese Nikkei-225 recorded one of the biggest daily losses in its history. What were the reasons for Monday’s sharp sell-off, what impact could the latest events have on the markets and what will happen with the increasingly weak economy?
