Goldman Sachs AM: Fixed Income Update - Goldilocks-Szenario unterbrochen

Diese Entwicklung wurde im Februar unterbrochen aufgrund starker Wachstums- und Arbeitsmarktdaten. Diese haben zu einer höheren Volatilität der Zinssätze geführt, da die Märkte nun mit einem holprigeren Weg zur Desinflation und einem Umfeld mit längerfristig höheren Zinsen rechnen. Starke Wirtschaftsdaten könnten die Zinsvolatilität verlängern, die tendenziell Risikoaktiva belastet.

Lesen Sie dazu das aktuelle Fixed Income Update unter folgendem Link:

https://www.gsam.com/content/dam/gsam/pdfs/common/en/public/articles/global-fixed-income/gfi-weekly.pdf?sa=n&rd=n

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