Erste Group’s Post

With six consecutive quarters of negative growth behind it, the Austrian economy -- and especially its industrial sector -- is now in a really tough spot. The latest Vienna Briefing is out now. https://lnkd.in/dDUsCfeQ

Our thoughts about the Swiss M&A landscape. We are seeing an increased activity in the market. We are looking are looking forward to a successful 2025! IMAP - International Mergers and Acquisitions Partnership The Corporate Finance Group (TCFG) #wemaketransactionshappen

European markets experienced a mixed trading session as investors navigated a wave of economic data releases and corporate earnings reports. The Stoxx Europe 600 index fluctuated throughout the day, ultimately closing slightly higher. This reflects the cautious sentiment among investors amid various economic indicators. One of the key data points was the German industrial production […]

Many of you count on the Oesterreichische Nationalbank to forecast the economic development in Austria four times per year. However, what you might not know is that we provide our forecasts also in a very user-friendly format: https://lnkd.in/gYwTw_Nu In my Fourth Dashboard of the Summer you can find our latest forecast from June 2024: ⬆ GDP growth still very weak in 2024, but expected to recover in 2025. ⬇ Inflation coming down after the surge in 2022/2023. ⬆ Budget deficit breaching the 3% Maastricht criterion. Beyond these headline number you can dig into our narrative, compare our forecasts with other institutions and find many more macroeconomic details. My colleagues Richard Sellner and Mathias Moser are the ones to provide this dashboard on a quarterly basis... stay tuned! #OeNB

🌍 𝐅𝐞𝐝 𝐑𝐚𝐭𝐞 𝐂𝐮𝐭: 𝐖𝐡𝐲 𝐭𝐡𝐞 𝐍𝐨𝐫𝐝𝐢𝐜𝐬 𝐎𝐮𝐭𝐬𝐡𝐢𝐧𝐞 𝐌𝐚𝐣𝐨𝐫 𝐄𝐮𝐫𝐨𝐳𝐨𝐧𝐞 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐞𝐬 𝐢𝐧 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 With the Fed’s 50 basis point rate cut, global markets are adjusting, and the Nordic real estate market, especially in residential and logistics, is emerging as a strong contender compared to Europe’s largest economies. 🏠 𝐑𝐞𝐬𝐢𝐝𝐞𝐧𝐭𝐢𝐚𝐥: Lower borrowing costs are expected to boost housing demand in Sweden, Denmark, and Finland. While Germany and France face sluggish growth and weak consumer confidence, the Nordics offer a more stable and resilient housing market. The strength of the Nordic economies creates more favorable conditions for both local and international investors, positioning these markets as safer havens in uncertain times. 🚛 𝐋𝐨𝐠𝐢𝐬𝐭𝐢𝐜𝐬: The logistics sector in the Nordics is experiencing a boom due to e-commerce growth and increasing demand for efficient supply chains. With lower capital costs, investments in logistics infrastructure are expected to accelerate. In contrast, Germany and France are dealing with slower growth and inflation challenges, making it harder for their logistics markets to keep pace with the Nordics. 💡 𝐖𝐡𝐲 𝐭𝐡𝐞 𝐍𝐨𝐫𝐝𝐢𝐜𝐬 𝐎𝐯𝐞𝐫 𝐭𝐡𝐞 𝐄𝐮𝐫𝐨𝐳𝐨𝐧𝐞’𝐬 𝐋𝐚𝐫𝐠𝐞𝐬𝐭 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐞𝐬? 𝐒𝐭𝐫𝐨𝐧𝐠𝐞𝐫 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐆𝐫𝐨𝐰𝐭𝐡: While Germany is experiencing stagnation, and France faces structural challenges, the Nordics are expected to see higher GDP growth and lower public debt, making them more resilient to market fluctuations. 𝐒𝐭𝐞𝐚𝐝𝐲 𝐃𝐞𝐦𝐚𝐧𝐝: Both residential and logistics markets in the Nordics benefit from strong demand driven by urbanization and innovation, unlike the softer demand seen in key sectors of Germany and France. 𝐁𝐞𝐭𝐭𝐞𝐫 𝐑𝐞𝐭𝐮𝐫𝐧 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥: As the Eurozone’s largest economies struggle with weaker growth and higher inflation, the Nordics offer more stable investment environments and better long-term returns. With the Fed’s rate cut making capital cheaper, the Nordic real estate market stands out as a more attractive option compared to the biggest Eurozone economies. #FedRateCut #Eurozone #NordicInvestments

European markets are currently experiencing notable volatility. This fluctuation is largely due to a mix of economic data releases and corporate earnings reports. The Stoxx Europe 600 index opened lower, down by 0.2%. Investors are taking time to digest a slew of earnings reports from major companies across the continent. In the realm of economic […]

The European economy continues to underperform the US and this may become entrenched on a longer-term basis, as Europe faces a number of headwinds. For more, read our blog. https://pim.co/rki3fduj #InvestmentOutlook #EconomicGrowth #InterestRates

European markets opened mixed on January 31, as investors processed a variety of corporate earnings reports and economic data releases. The day began with a sense of cautious optimism, but the mixed results from different sectors created a complex landscape for traders. In the realm of economic data, Germany reported a significant drop in its […]

What are the prospects for economic growth in Germany to the end of this year, and beyond? Our practice leader for Europe and commodities research, Martin Belchev, shares his thoughts in a BNN Bloomberg article published last week. Read the full piece now: https://lnkd.in/en57x2-d #Germanygrowth #Germaneconomy #marketprioritization #investmentstrategies #planning2025 

European markets opened mixed on January 31, as investors processed a variety of corporate earnings reports and economic data releases. The day began with a sense of cautious optimism, but the mixed results from different sectors created a complex landscape for traders. In the realm of economic data, Germany reported a significant drop in its […]