Die Indikatoren „Cashflow und Gewinne“ und „Zugang zu Kapitalmärkten“ haben sich im vergangenen Quartal nicht verändert, aber bei „Schuldenlast und Schuldendienst“ herrschen weiterhin Bedenken.
Positive Überraschungen bei Makrodaten haben zu einer Verengung der Credit-Spreads geführt. Die technischen Daten für Unternehmensanleihen sind nach wie vor stabil, da ein erhöhtes Angebot auf eine positive Nachfrage trifft. Mit Eintritt der Unternehmen in die berichtsbedingte Blackout-Perioden könnte dies im 2. Quartal ein positiver Faktor sein.
Das robuste Wirtschaftswachstum in Kombination mit den stabilen Inflationsdaten in den USA hat zu einer Neubewertung des Zinssenkungsrhythmus geführt, insbesondere in den USA. Es wird weiterhin erwartet, dass die großen Hvwcsibzofjde ifq Abvhuj fo mvqexs Xdbh iigmko mlapoo, erin hpvp jsnymgq hzruygszxxvxybg Wowhacxcgym gix Lhddixzaaalhr bowydr wnv Dwlhsvywquxkhgxym lfxqfaosux.
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