May 16, 2022
LGT Navigator: Geopolitics moves back into the market’s spotlight
After last week's stock market sentiment was dominated by interest rate and inflation fears, geopolitical uncertainties could return to the focus of the capital markets in the coming days. On the one hand, the G7 are meeting to agree on further measures against Russia, if necessary, and on the other hand, the overall geopolitical situation could change significantly if Finland and Sweden join NATO.
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May 13, 2022
LGT Navigator: Markets in the grip of inflation fears
The risk of an uncontrollable and sustained surge in inflation is growing, and fears of an even more restrictive monetary policy and a slump in the global economy are increasing. Against this backdrop, equity markets remain battered. Meanwhile, the US dollar gained as a safe-haven and pushed the euro to a five-year low.
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May 12, 2022
LGT Navigator: Slightly lower US inflation rate, but interest rate expectations remain unchanged
Although inflation in the US weakened slightly in April, this is unlikely to change much in terms of expectations regarding the expected monetary tightening course of the US Federal Reserve. As a result, interest rate expectations on the capital markets remained more or less unchanged and stock markets and investor sentiment remained depressed.
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May 11, 2022
LGT Navigator: Only short-lived recovery – market sentiment remains fragile
Stock markets have initially stabilized on Tuesday from the slump at the beginning of the week. On Wall Street, however, the gains quickly shrank again, and the stock market sentiment remains highly fragile. Current statements from the top of the Federal Reserve indicate that further interest rate increases can be expected until the summer, but in a moderate scope of 50 basis points each. The decisive factor, however, will be how inflation develops. That is why the latest consumer price data from the US are eagerly awaited this afternoon.
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May 10, 2022
LGT Navigator: Technology stocks sell-off weighs heavily on investor sentiment
The recent rise in interest rates and growing fears that the central banks' increasingly restrictive monetary policy and ongoing supply chain problems against the backdrop of China's zero-Covid policy are jeopardizing global economic growth are weighing heavily on technology stocks in particular and depressing stock market sentiment. The yield on ten-year US government bonds climbed to 3.2% in the meantime, reaching its highest level since November 2018.
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