Die Märkte schlossen das Jahr 2020 auf einer starken Basis ab und der Wahlerfolg der Demokraten in den USA macht einen größeren fiskalischen Schub wahrscheinlicher. Das veranlasst uns dazu, unsere BIP-Wachstumsprognose für die USA für 2021 auf 5,2 - 5,7 Prozent anzuheben, einen Prozentpunkt über den bisherigen Annahmen. Dies ist eine große Divergenz zwischen den USA und dem Rest der entwickelten Märkte, wo wir unsere Prognosen gesenkt haben.
Die Märkte stellen plötzlich die Annahme, dass es langfristig keine Inflation mehr geben werde, in Frage, insbesondere in den USA, inmitten einer sich beschleunigenden Wirtschaft. Die Renditen für US-Staatsanleihen sind gestiegen und
Die Märkte stellen plötzlich die Annahme, dass es langfristig keine Inflation mehr geben werde, in Frage, insbesondere in den USA, inmitten einer sich beschleunigenden Wirtschaft. Die Renditen für US-Staatsanleihen sind gestiegen und
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Qykdff: Rqrfmx Sqbnly Afdkktmeea Ciizh Edtgkhhe 0972. Ziqfjlt Dnobhkqikbb lmn qkkwtjrp Ddcyvcnf scwnah Qcz tk Fzhrnp Koikccpc Jefxto.
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Qykdff: Rqrfmx Sqbnly Afdkktmeea Ciizh Edtgkhhe 0972. Ziqfjlt Dnobhkqikbb lmn qkkwtjrp Ddcyvcnf scwnah Qcz tk Fzhrnp Koikccpc Jefxto.
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