2023/04/14 / Erste Group Research |
USA: Inflationssorgen ebben ab Die wichtigsten Wirtschaftsdaten kamen in der letzten Woche aus den USA. Die veröffentlichte Inflationsrate für März fiel niedriger aus als im Vormonat und auch leicht niedriger als erwartet. Die Hoffnung auf ein baldiges Ende des Zinsanhebungszyklus durch die Fed sind in der Folge angestiegen. Die Gewinne und Umsätze europäischer Firmen werden im 1Q generell weniger stark wachsen als zuvor (Gewinne 1Qe: +6%). In den darauf folgenden beiden Quartalen geht die Konsensus-Prognose dann auch von einem Gewinnrückgang aus. Ausblick: Heute startet die Berichtsaison für das 1Q 2023. Die US-Großbanken JPMorgan Chase (Kaufen) und Citigroup (Halten) geben einen detaillierten Einblick in ihre Geschäftsentwicklung, ebenso der global größte Gesundheitskonzern United-Health Group (Kaufen). Wir erwarten in der kommenden Woche eine moderate Aufwärtsbewegung des globalen Aktienmarkt-Index. Aktien Österreich: Der ATX behauptete sich diese Woche mit einem leichten Plus von 0,9% über der 3.200-Punkte Marke. International am stärksten gesucht waren Titel aus dem Sektor Grundstoffe, was in Österreich die voestalpine mit +7,1% beflügelte, die auch seit Jahresbeginn mit knapp +30% an der ATX-Performance-Spitze steht. Kommende Woche erwarten wir am ehesten eine Fortsetzung der Seitwärtsbewegung des ATX. |
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Author | Erste Group Research |
Date | 2023/04/14 |
Language | ![]() |
Product name | Equity Weekly |
Topic in focus | Equities |
Economy in focus | Austria |
Currency in focus | Euro |
Sector in focus | Food & Beverage, Industrial Goods & Services, Oil & Gas |
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