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2020/07/17 / Erste Group Research

Equity Weekly

Globale Aktien: Aufwärtstrend hält an - Europa outperformt, US-Berichtssaison: Erwartungen leicht übertroffen

Der globale Aktienmarkt zeigte diese Woche eine deutliche Divergenz zwischen Emerging Markets (-5%) und entwickelten Märkten (+1%). In den USA stieg der S&P 500 um zwei Prozent. In Europa konnte der Index um 2,3% zulegen. Hingegen kam es in China nach den starken Anstiegen der vergangenen Wochen zu einer Korrektur von über -7%.

Der ATX legte diese Woche 2,5% zu und eroberte die 2,300-Punkte-Marke zurück. Die Berichtssaison in den USA sowie erfolgversprechende Meldungen zu zwei neuen Corona-Impfstoffkandidaten setzten positive Impulse. Von der gestrigen EZB-Sitzung gab es hingegen kaum neue Impulse, spannender ist der laufende EU Sondergipfel in Brüssel, in dem über die EUR 750 Mrd. Wiederaufbaubonds zur Konjunkturbelebung beraten wird. Nächste Woche sehen wir den ATX seitwärts gerichtet - am ehesten im Bereich um die 2,350-Punkte.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusHealth Care, Real Estate, Telecommunications

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Name  ISIN# Erste Group products
Telekom AustriaAT000072000825
Marinomed Biotech AGATMARINOMED60


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