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Amundi Deutschland GmbH Arnulfstraße 124 - 126 80636 München, Germany http://www.amundi.de
Contact Ms Anette Baum +49 89 992262374

Nicht die Zeit für einen Kurswechsel

Von Vincent Mortier, Group CIO Amundi und Matteo Germano, Deputy Group CIO Amundi

(PresseBox) (München, )
Die großen Aktienmärkte haben die Turbulenzen vom März verdaut, aber die Verwerfungen sind im regionalen US-Bankensektor, der keine Anzeichen für eine Erholung zeigt, weiterhin spürbar. Die Anleihemärkte beginnen, die Wahrscheinlichkeit einer Rezession in den USA höher anzusetzen sowie die Möglichkeit, dass die US-Notenbank die Zinsen im weiteren Verlauf des Jahres senken könnte, da die Inflationsspannungen nachzulassen scheinen. Bei den Unternehmensgewinnen hingegen sind die Markterwartungen unserer Auffassung nach zu optimistisch, was auf eine Diskrepanz zwischen den von den Anleihen eingepreisten Rezessionsrisiken und den aktuellen Aktienbewertungen hindeutet.

Vor dem Hintergrund dieser widersprüchlichen Signale ist es unserer Meinung nach nicht an der Zeit,
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The publisher indicated in each case (see company info by clicking on image/title or company info in the right-hand column) is solely responsible for the stories above, the event or job offer shown and for the image and audio material displayed. As a rule, the publisher is also the author of the texts and the attached image, audio and information material. The use of information published here is generally free of charge for personal information and editorial processing. Please clarify any copyright issues with the stated publisher before further use. In case of publication, please send a specimen copy to service@pressebox.de.