2024/09/06 / Erste Group Research |
Nächste Zinssenkung der EZB Nächste Woche tagt der EZB-Rat und wird über die weitere Geldpolitik entscheiden. Wir erwarten, wie der Markt, eine Zinssenkung um 25 Basispunkte (Bp). Die Wirtschaftsdaten der letzten Wochen weisen relativ klar in diese Richtung. Die Konjunktur in der Eurozone nimmt nur langsam Fahrt auf, besonders wenn man die vorhergehende Schwächephase berücksichtigt. Die Inflationsdaten entwickeln sich in die richtige Richtung, auch wenn Risiken bleiben. Diese Woche veröffentlichte Statistik Austria Zahlen der volkswirtschaftlichen Gesamtrechnung für das zweite Quartal. Gemäß den Zahlen schrumpfte das österreichische Bruttoinlandsprodukt (BIP) um -0,6% J/J und ging damit schon das fünfte Quartal in Folge in Vergleich zum Vorjahresquartal zurück. Angesichts dieser Entwicklung, die stark unter unseren Erwartungen geblieben ist, gehen wir für dieses Jahr nur noch von einer Stagnation (+0,0% J/J; davor +0,2% J/J) des BIP-Wachstums in Österreich aus. |
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Author | Erste Group Research |
Date | 2024/09/06 |
Language | |
Product name | Wochenausblick |
Topic in focus | Macro/ Fixed income |
Economy in focus | Eurozone, United States |
Currency in focus | Euro, US Dollar |
Sector in focus | - |
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