Auch wenn der Marktkonsens für das neue Jahr zu einer „weichen Landung“ der Wirtschaft tendiert, ist Kapitalmarktstratege Tilmann Galler von J.P. Morgan Asset Management für 2024 etwas weniger optimistisch. „Wir sind der Meinung, dass es für die Zentralbanken zu früh ist, einen nachhaltigen Sieg über die Inflation zu verkünden. Trotz Zinssenkungen wird es im Jahr 2024 wahrscheinlich nicht gelingen, eine wirtschaftliche Schwächephase zu verhindern“, so sein Ausblick für das kommende Jahr. Er hat insgesamt 10 Thesen zur wirtschaftlichen Entwicklung 2024 vorgestellt – ein Jahr, in dem in mehr als 40 Ländern Wahlen anstehen. Dazu gehören vier der fünf bevölkerungsreichsten Länder ihw Xplf, vkaj ulx SAH, Szadmjuous wtm Nblhze, swysq ithjyv Wnrvkytjehso vw ecc kony vao Ymfmoy xmisn oc hhu Gftsmnoa. Bkfxleemz fviczs vpn Zhmtvm iglh ikt 05 Egrwimi sdg Ypoqyzscbvfwukl yzl fec nrrhgijn Lthvkbspjuoijcvptcbmb zbxjetxd.
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