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2020/01/31 / Erste Group Research

Week Ahead | Is the upswing in danger?

The outbreak of the coronavirus will most likely have a dampening effect on China's growth dynamics in 1Q 2020. From an economic perspective, however, a cyclical upswing in China had already set in at the end of 2019 and, despite the current uncertainty, should continue, thanks to supportive monetary and fiscal policy measures.

The financial markets have reacted sensitively to the recently weaker than expected economic data and the coronavirus. Safe haven investments, such as top-rated government bonds, the Swiss franc or gold were in demand.

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General information

AuthorErste Group Research
Product nameWeek ahead
Topic in focusMacro/ Fixed income
Economy in focusEurozone, United States
Currency in focusEuro, US Dollar
Sector in focus-


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