Die Anlegerschaft hat die Situation in Ungarn zum Anlass genommen, ihre Risikopotenziale genauer zu überwachen und ggf. zu reduzieren. Wir skizzieren die jüngsten Entwicklungen.
Die Märkte sind nervös. Diejenigen Anleger, die Europa bereits mit Misstrauen betrachtet haben, sind sogar noch skeptischer, was den Euro betrifft. Budapests Äußerungen in der vergangenen Woche haben diese Vertrauenskrise nur noch verstärkt. Alles, was sich in einem negativen Licht interpretieren lässt, wird auch so gesehen. Dabei wird die Bedeutung schlechter Nachrichten exponentiell übertrieben. Auch dies ist auf den weltweiten Mangel an Zuversicht zurückzuführen.
Geht der weltweite Aufschwung unvermindert weiter?
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