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The AI hype and the resilience of the stock market despite rising interest rates have justifiably raised questions about a new bubble, especially in the US. You can really smell the bubble in the air if you take a good sniff.
The ECB's interest rate decisions are closely monitored, but central bankers' remarks between meetings can move the markets just as much. For longer-term interest rates, their overall impact is even greater.
Government bond yields continued to rise last week, and long-term interest rates in the US are now above 5%. At the same time, households' short-term inflation expectations accelerated significantly, and expensive fuels are maintaining price pressures.
The Fed delivered a rate hike, and in addition, economic and interest rate estimates were updated in a slightly more hawkish direction. The central bank was finally unanimous in its decision, meaning the dissenters disappeared from the meeting table.
The US Federal Reserve will announce its interest rate decision on Wednesday. An interest rate hike is already nearly certain, which would take the policy rate to the 3.75–4.00% range.
The ECB raised its key interest rates by 25 basis points, bringing the deposit rate to 2.5%. This hike gave the central bank a breather before its next moves. Positive glimmers were seen in the economic estimates.
The investment needs of hyperscalers have grown so large that they can no longer be covered solely by their own cash flow, leading the companies to increasingly turn to external financing, which is now also being sought from the Old Continent.
The European Central Bank (ECB) is expected to raise its policy rate at its meeting on Thursday, as the conflict between the United States and Iran keeps energy prices elevated and accelerates inflation once again.
Oil and gas prices have risen, and this was reflected not only in the euro area's preliminary inflation figure for August, but also in higher electricity price futures.
US employment figures continue to be monitored closely, and they were stronger than expected, while at the same time reinforcing expectations of Fed rate hikes, paradoxically driving indices lower.
Sampo reports its financial performance under four segments based on its operational business areas. In this blog series, we will introduce all our segments.
The sector's Purchasing Managers' Index rose from 50.9 to 51.5, beating market expectations and indicating growth in production for the ninth consecutive month. However, domestic demand is faltering.
