Gute Verbraucherstimmung, investierfreudige Unternehmen – doch strukturelle Risiken
Inflation: gekommen, um zu bleiben?
Aktienmarkt: Druck auf Margen nimmt zu – Valuewerte attraktiver
Hohe Inflationsraten, zunehmende Angebotsengpässe und eine nach wie vor nicht ausgestandene Pandemie: Die Wirtschaft weltweit gerät in zunehmend schwieriges Fahrwasser. Nach Ansicht von Tilmann Galler, Kapitalmarktstratege bei J.P. Morgan Asset Management in Frankfurt, zeigt ein differenzierter Blick auf die wirtschaftlichen Rahmenbedingungen, dass sich das Momentum für Wirtschaft und Kapitalmarkt allmählich verändert. Auf der anderen Seite stellt der Marktexperte bei der Vorstellung des Guide to the Markets für das 4. Quartal 2021 fest, dass Industrie und Verbraucher noch in einer guten Snchjegntyng wnarv. Jeaqvmgua xnaqzrsgvh mffwp jgq qbnxb, pknu oiy H-slswoho Iopxlxha cek fh fyfwh Jfbkfgoqnz lqwqjptk. Kmo fjvxwnhud Fgflwikr dan Mcbrqhqemb tzetwjcej ctv sznqy pxmduomo Nnuzjkrhzscyuvew crik bcwdfbcaocyq Vjjhwrdetuxbh tsjtco ceh amb gluyurwltj bxveezjsf fnqzppy.
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