Goldman Sachs AM: Fixed Income Update - Steigendes Rezessionsrisiko?

In Anbetracht der jüngsten Daten gehen wir davon aus, dass die EZB diesen Monat eine Zinserhöhung um 75 Basispunkte vornehmen wird und die jährliche Inflation Ende 2022 oder Anfang 2023 einen Höchststand von über zehn Prozent erreichen wird.

Es stellt sich nun die Frage: Können die Zentralbanken die Inflation in den Griff bekommen, ohne eine Rezession auszulösen? Wir denken: Aufgrund der Probleme bei der Energieversorgung besteht in Europa und im Vereinigten Königreich ein hohes Rezessionsrisiko.

Welche Auswirkungen haben diese Entwicklungen nun für Fixed Income? Lesen Sie dazu das aktuelle Fixed Income Update unter folgendem Link sowie im Anhang.

https://www.gsam.com/content/dam/gsam/pdfs/common/en/public/articles/global-fixed-income/gfi-weekly.pdf?sa=n&rd=n

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