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2024/09/20 / Erste Group Research

Wie wettbewerbsfähig ist Europa?
Kommende Woche (23. Sept.) wird eine erste Schätzung des Sentiments der Einkaufsmanager der Eurozone im September veröffentlicht. Aufgrund von fehlenden Impulsen der Weltwirtschaft, erwarten wir keine Aufhellung der Stimmung im September. Allerdings sollte sich das robuste Niveau des Sentiments der Dienstleister stabilisieren. Dementsprechend sollten die Dienstleister auch in den kommenden Monaten die Stütze der Konjunktur bleiben.

Die Weltwirtschaft hat sich in den letzten Jahren technologisch und politisch stark verändert. Kein Land in Europa hat dies so deutlich zu spüren bekommen wie Deutschland, wo die Wirtschaft seit langem stagniert. Der kürzlich veröffentlichte Sonderbericht von Mario Draghi zur Wettbewerbsfähigkeit der EU zeigt, dass auf EU-Ebene ein Problembewusstsein vorhanden ist.

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General information

AuthorErste Group Research
Date2024/09/20
Languagede
Product nameWochenausblick
Topic in focusMacro/ Fixed income
Economy in focusEurozone, United States
Currency in focusEuro, US Dollar
Sector in focus-
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