Allem Anschein nach wird 2011 eine Wiederholung von 2010: Auch zu Beginn dieses Jahres bewegten sich alle wichtigen Frühindikatoren um den Höchststand. Für Kapitalanleger war natürlich klar, dass diese Konjunkturbarometer größtenteils wieder fallen würden. Klar ist auch, dass sich die in das Wirtschaftswachstum gesetzten Erwartungen zwangsläufig mäßigen werden. Dies erklärt zu einem Gutteil, warum die ersten beiden Quartale 2010 so lustlos verlaufen sind und es Investoren weitgehend am Risikoappetit fehlte. Das Zusammenspiel von konjunktureller Nervosität und aus dem Ruder laufenden Staatshaushalten in der Eurozone erwies sich im April und Mai als ernsthaftes Problem für die globalen Aktienmärkte. Seit dem Höchststand
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Yyatmamvjo Fpqkcsud:
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Yyatmamvjo Fpqkcsud:
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