Terug naar de HomePage

Artikelen van Erste Group

Economic Outlook

Economic Outlook

🕔04:07, 13.jul 2019

Trade Dispute and Brexit are Driving the Outlook Economic outlook should gradually improve in the second half Global economic growth continued to suffer in the first half of 2019 due to the trade dispute and the uncertainty surrounding Brexit. By

Lees het volledige artikel
CEE Bond Market Outlook 3Q19

CEE Bond Market Outlook 3Q19

🕔04:03, 13.jul 2019

Gathering clouds over global economic growth have turned both the ECB and Fed more dovish. The ECB is preparing for more stimulus to the euro area economy unless the outlook improves, while Fed Chairman Powell hinted at preparedness for an

Lees het volledige artikel
Nothing yet carved in stone – further easing of monetary policy not certain

Nothing yet carved in stone – further easing of monetary policy not certain

🕔04:02, 13.jul 2019

Week Ahead Fed Chairman Jerome Powell presented the semi-annual monetary policy report to Congress this week. He underlined that the assumptions for expected economic growth remain solid and that the positive labor market report was great news. However, there are

Lees het volledige artikel
CEE Market Insights

CEE Market Insights

🕔04:07, 10.jul 2019

Market outlook The CEE FX market was calm last week due to lower liquidity resulting from the public holiday in the US. The impact of the positive outcome of the G20 summit was short-lived and limited to the zloty, as

Lees het volledige artikel
US labor market report surprises markets

US labor market report surprises markets

🕔04:02, 6.jul 2019

Week Ahead The US labor market data for June was better than expected. 224,000 new jobs were created, well above market expectations of 160,000. The unemployment rate rose slightly, from 3.6% to 3.7%. The market had expected this figure to

Lees het volledige artikel
Global Strategy Q3 2019

Global Strategy Q3 2019

🕔04:02, 3.jul 2019

Global Strategy​ We expect no quick solutions to the trade dispute and Brexit and volatility in financial markets should remain high due to uncertainty over the growth outlook. Central banks are becoming more cautious and are holding out the prospect

Lees het volledige artikel
China – manufacturing PMI data should stabilize

China – manufacturing PMI data should stabilize

🕔04:02, 29.jun 2019

Week Ahead Next week (July 1), China's manufacturing PMI data for June will be published. Following the intensification of the trade conflict between the US and China, manufacturing sentiment fell slightly in April and May and industrial production growth dropped

Lees het volledige artikel
Forex News: US dollar, Japanese yen, Swiss franc

Forex News: US dollar, Japanese yen, Swiss franc

🕔04:00, 27.jun 2019

Forex News  USD: Uncertain environment speaks for dollar Representatives of both the ECB and the US Fed have recently emphasized the risks to the economy and thus fueled market expectations for monetary easing. However, the Fed's statements had more weight

Lees het volledige artikel
CEE Market Insights

CEE Market Insights

🕔04:00, 26.jun 2019

Market outlook The mood turned more dovish on global markets, but CEE currencies mostly could not benefit from this. The Croatian kuna, one of the exceptions, could remain strong going forward, due to the seasonal effect. The Hungarian forint weakened,

Lees het volledige artikel
Markets and central banks look to Japan

Markets and central banks look to Japan

🕔04:00, 22.jun 2019

Week Ahead The most important event next week will be the meeting between US President Trump and China's President Xi on the fringes of the G20 summit in Japan. Negotiations on a trade agreement have been on hold since May.

Lees het volledige artikel
Currently no majority in FOMC in favor of interest rate cut

Currently no majority in FOMC in favor of interest rate cut

🕔04:03, 21.jun 2019

As had been widely expected, the FOMC, the US Fed's monetary policy decision-making body, left key interest rates unchanged at Wednesday’s meeting. In the statement, the FOMC confirmed the panel's baseline scenario of sustained economic growth, a strong labor market

Lees het volledige artikel
Draghi moves markets

Draghi moves markets

🕔04:04, 20.jun 2019

Short Note Will ECB cut interest rates? Speaking at the opening of the Central Bank Symposium in Sintra, Portugal, ECB President Draghi highlighted the risks to the economy and thus to the achievement of the inflation target. Draghi made it

Lees het volledige artikel
Global Equity Ratings

Global Equity Ratings

🕔04:04, 20.jun 2019 Lees het volledige artikel
CEE Market Insights

CEE Market Insights

🕔04:08, 19.jun 2019

Market outlook  Currencies were mildly up in CEE last week, apart from the Hungarian forint, where investors are increasingly pricing in the accommodative policy of the central bank. It would not be a huge surprise to see the HUF weaken

Lees het volledige artikel
Week Ahead | Major Markets | Eurozone

Week Ahead | Major Markets | Eurozone

🕔04:04, 15.jun 2019

The outcome of the FOMC's upcoming meeting is uncertain and will therefor receive a lot of attention. The crucial question will be how the Federal Reserve will react to the escalation of the trade war with China and thus to

Lees het volledige artikel
Italy: EC paves way for excessive deficit procedure

Italy: EC paves way for excessive deficit procedure

🕔04:02, 8.jun 2019

This week, the European Commission concluded that a debt-based Excessive Deficit Procedure (EDP) against Italy is warranted. However, the final decision on whether to open proceedings against Italy will be taken by finance ministers and heads of government in the

Lees het volledige artikel
ECB looks at risks

ECB looks at risks

🕔04:02, 7.jun 2019

ECB Council Meeting As expected, the Governing Council of the ECB did not decide to change key ECB interest rates at today's meeting. However, the guidance was changed somewhat surprisingly today. Whereas the ECB had previously promised the markets unchanged

Lees het volledige artikel
CEE Market Insights

CEE Market Insights

🕔04:08, 5.jun 2019

CEE currencies became more attractive as the lack of room to ease rates domestically met with decreasing rate expectations on major markets. The Czech koruna seems to be the slight exception, as rate expectations are also easing there, given the

Lees het volledige artikel
Hard Brexit preparation

Hard Brexit preparation

🕔04:08, 1.jun 2019

Week Ahead The events of the previous week, which culminated on May 24 in the announcement of Theresa May's resignation, have changed the most likely outcome (>50%) of the Brexit negotiations decisively, from our point of view. We now expect

Lees het volledige artikel
Markets still taking cover

Markets still taking cover

🕔04:04, 25.mei 2019

Week Ahead As the week draws to a close, events in the United Kingdom have turned upside down. At the end of last week, negotiations between the Conservatives (Tories) and the Labor Party over an EU exit procedure broke apart.

Lees het volledige artikel
EZ – manufacturing sentiment expected to remain weak

EZ – manufacturing sentiment expected to remain weak

🕔04:04, 18.mei 2019

Week Ahead Next week (May 23) the flash estimate of the manufacturing PMI of the Eurozone, Germany and France for the month of May will be released. In April, sentiment improved at least slightly for the first time since July

Lees het volledige artikel
Markets spellbound by the escalating trade conflict

Markets spellbound by the escalating trade conflict

🕔04:03, 17.mei 2019

USA and China remain in escalation trajectory The trade conflict between the USA and China has reached a new level of escalation. In reaction to the punitive tariffs of 25% on Chinese imports coming into effect last Friday, China has

Lees het volledige artikel
Outlook for economy recovers only slowly

Outlook for economy recovers only slowly

🕔04:05, 11.mei 2019

Week Ahead Focus: New Yield Forecasts  On interest rate markets, concerns about an economic slowdown that goes beyond its current magnitude continue to prevail. Sentiment and risks, rather than available data, are crucial. In fact, first quarter GDP growth in

Lees het volledige artikel
Tensions in the trade conflict weighing on sentiment

Tensions in the trade conflict weighing on sentiment

🕔04:02, 10.mei 2019

Escalation or agreements in the trade conflict USA/China? After months of positive signals from the USA and China about an imminent solution emerging from the trade talks, we saw a surprising turn of events last week. US President Trump announced

Lees het volledige artikel
Eurozone with an exclamation mark in 1Q 19

Eurozone with an exclamation mark in 1Q 19

🕔04:03, 4.mei 2019

Despite massive disappointments in leading indicators and a flood of negative news, GDP growth in the Eurozone accelerated significantly to +0.4% q/q (previously +0.2% q/q) in 1Q19, based on a first flash estimate. 

Lees het volledige artikel

Zoek

Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

Load More...

Zoek op datum

juli 2019
M D W D V Z Z
« jun    
1234567
891011121314
15161718192021
22232425262728
293031