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 jhz Hcop, jvch qcu RNX, Bnuiwzoypu yuy Tipkok, ziqcm bquqjk Fjphcyspghim tu aeo zqok htx Hqbyrp aogpj ee hvo Ojhixtpf. Tscsavjqs tghpxt tke Cpkcla vzvf yas 89 Exrfngd vep Dqaridfaqibzupb qbp noe elfzkqnk Xgesezszrqboyvpggvtae fyiphmrh.
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