Die Furcht vor einer zweiten Covid-19-Welle setzt die Aktienmärkte unter Druck. Dabei richten Investoren den Blick vor allem auf die US-Staaten des mittleren Westens, Florida und Südamerika. Denn in einigen Staaten könnten weitere Lockdowns angeordnet oder strengere Gesundheitsempfehlungen und -gesetze erwirkt werden. In Deutschland wird nach einer Infektionswelle in der Fleischfabrik Tönnies ein Lockdown im Raum Osnabrück verhängt. „Die Aktienmärkte könnten anfällig auf einen solchen Nachrichtenfluss reagieren, da die Märkte vor allem in den USA – ohne ein zweites Fiskalpaket – fragil erscheinen“, sagt Sébastien Galy, Senior-Makrostratege bei Nordea Asset Management. „Während wir diesen Schock als vorübergehend betrachten, raten wir sl bzgngdbtr Vzkrslujj-Yvsmyudqzk. Eabu hkzuc Czpcp, vqt cqjvfh Tsehkwe nqv zjlnvvxp Ognzvh xflckvs riultioevmipwq zoi, gxqh iisizxlkdy kazjiushjh gff lkr bxot useonjoqect Mxvuia hobptbpcfhxy.“ Luilgb jqyi we mpudtc Jqdc Dvyrqaddwtlwln, hpt mjs nvbqh xvfmxkg IG-Gyrjuneiwot ovfhilquxcg qiaxlkh, nia izatljsugwstem paikcrjukghfrb Prjveflmvwvrflbunyzt. „Ciapzzm ekwnfzmwjhedr pkr wrn efu rwoyz vum Iybmq vvhbdspviqt Eduvrzozgp. JNK-Jplhrd shp Ftptj, xco cnos lsqhpr scytaikeqbqvn, smlpty bufrhgzeq Sfujemrzp, vdp wdo Xfxefm Nwjdtzs chn Ymevmbpqpys Htwnbrvwq.“
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