|2023/03/29 / Erste Group Research|
Die Stimmung der deutschen Wirtschaft hat sich im März verbessert: Der ifo Geschäftsklimaindex stieg zum fünften Mal in Folge, auch das Konsumentenvertrauen blieb in der Eurozone stabil. Energiepreise sinken, der Inflationsdruck sollte abnehmen und die Spitze bei den Leitzinsen dürfte im Juni erreicht sein. Am Kapitalmarkt sind die Kreditrisikoprämien in den letzten Tagen entsprechend gesunken. Die Einengungen seit Jahresbeginn sind aber aufgrund der Verunsicherung rund um Banken vorerst zunichte gemacht. Wir gehen davon aus, dass diese nachhaltig abnehmen wird und die Kreditrisikoaufschläge absinken.
Emittent im Fokus: HYPO NOE
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|Author||Erste Group Research|
|Product name||Credit News DE|
|Topic in focus||Credits/ Corporate bonds|
|Economy in focus||Austria, Eurozone|
|Currency in focus||Euro|
|Sector in focus||-|
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