Die Weltwirtschaft hat die schwerste Rezession seit dem zweiten Weltkrieg überwunden. Seit dem Frühjahr 2009 steigen Produktion und Handel wieder, weltweit angeregt durch milliardenschwere Konjunkturprogramme, eine massiv expansiv wirkende Geldpolitik und den vergleichsweise niedrigen Ölpreis. Hinzu kommt der Umschwung im globalen Lagerzyklus. Das im Rahmen des ifo World Economic Survey erhobene Weltwirtschaftsklima ist im vierten Quartal zum dritten Mal in Folge gestiegen. Der Anstieg des Indikators resultiert sowohl aus den günstigeren Erwartungen für die nächsten sechs Monate als auch aus weniger negativen Einschätzungen der derzeitigen wirtschaftlichen Lage.
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