Goldman Sachs AM: Fixed Income Update - Rezessionssorgen dominieren die Märkte

Fixed Income

Rezessionssorgen dominierten in dieser Woche und trieben das britische Pfund auf den niedrigsten Stand gegenüber dem US-Dollar seit 1985

20.09.2022 | 12:50 Uhr

Angesichts der strukturellen Herausforderungen auf der Angebotsseite und des Leistungsbilanzdefizits der Wirtschaft sollte diese Währung leicht untergewichtet werden. Im Großen und Ganzen sind die finanziellen Bedingungen nach der Sommerpause wieder in einen Straffungstrend übergegangen. Mit Blick auf die Zukunft sind wir der Ansicht: Eine Entspannung der Märkte wird erst dann eintreten, wenn es klare Anzeichen für eine nachlassende Inflation gibt.

Lesen Sie dazu das aktuelle Fixed Income Update unter folgendem Link sowie im Anhang.

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