Erste Asset Management Investment Blog

12 results for keyword "yields"

Article on tag "yields"

Central banks are becoming more cautious: these are the implications for the bond market
Central banks are becoming more cautious: these are the implications for the bond market
Bank of England, (c) unsplash

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.

How restrictive are the current interest rate policy and financial environment really?
How restrictive are the current interest rate policy and financial environment really?
(c) pexels.com

How restrictive are the current interest rate policy and financial environment really?

In line with the surprisingly strong economic indicators in the US, government bond yields have risen significantly in recent months. This is putting pressure on the prices of many classes of securities and intensifying discussions about how restrictive interest rate policy really is. Could the higher level of yields make the central bank’s job easier in the form of further interest rate hikes?

Best of Charts: News from the inflation
Best of Charts: News from the inflation
(c) pexels.com

Best of Charts: News from the inflation

Even though inflation has weakened recently, it remains an important topic for private individuals as well as for companies and the markets. What might happen next in terms of inflation and how long will the restrictive monetary policy stay with us? A look at some important financial charts will shed some light on this.

Hungary: fiscal and monetary policy news
Hungary: fiscal and monetary policy news

Hungary: fiscal and monetary policy news

The European media has been paying attention to unorthodox economic policies in Hungary for years, supporting or opposing them depending where they stand on the political spectrum. At the same time Hungarian decision makers always stress they represent normality. Nowadays the question is: should we finally expect both monetary and fiscal policy normalization in the following years?