Angesichts des nach wie vor aktiven „geldpolitischen Put” (lockere Haltungen der Notenbanken in den USA und Europa sowie fiskalischen Stimulationsmaßnahmen in China und der Eurozone) haben wir auf Zeichen eines zyklischen Aufschwungs gewartet…
… was uns dazu gebracht hat, besonders auf China und den asiatischen Handel zu achten. Beide zeigen Anzeichen einer Bodenbildung.
Das sind gute Nachrichten für die Eurozone, wo es bisher hwr kqnr rjbb aklwudcu Zpqrecik duq.
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