Die Aussichten für Europa haben sich verbessert. Das positive BIP-Wachstum des vierten Quartals bestätigte die jüngsten Einschätzungen, dass Europa aufgrund niedrigerer Gaspreise und der früher als erwarteten Wiedereröffnung Chinas eine Rezession wahrscheinlich vermeiden wird.
08.02.2023 | 09:19 Uhr
Die Kerninflation steigt in Europa indessen weiter an. Trotz
einer Abschwächung der Gesamtinflation bleibt die Kerninflation hoch. Eine
Abschwächung wird wahrscheinlich nur allmählich erfolgen, da die
Arbeitsmarktindikatoren auf weiteren Lohndruck hindeuten.
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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