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2020/05/27 / Erste Group Research

Konjunktur dreht, doch Optimismus fehlt noch

Wichtige vorlaufende Konjunkturindikatoren bestätigen, dass die konjunkturelle Talsohle durchschritten sein sollte. Während die Aktienmärkte wieder Niveaus von Anfang März erreichen, bleibt jedoch in der Realwirtschaft der Pessimismus hoch.

Das Handelsgeschehen war durch einige Feiertage in wichtigen Leitmärkten eingeschränkt. Am Sekundärmarkt zeugen rückläufige Spreads in allen Bereichen von Entspannung. Dies wird durch positive Nachrichten aus dem Transportsektor unterstützt.

Um den Monatswechsel gibt es eine Vielzahl neuer Indikatoren und damit ein schärferes Konjunkturbild für die Märkte. Die Notenbanken rücken mit ihren Sitzungen am 4.6. (EZB) bzw. 9. und 10.6 (Fed) wieder ins Zentrum .

Spezialthemen der Woche:
- Emittent im Fokus: EP Infrastructure

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General information

AuthorErste Group Research
Product nameCredit News DE
Topic in focusCredits/ Corporate bonds
Economy in focusAustria, Eurozone
Currency in focusEuro
Sector in focus-


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