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2019/05/09 / Erste Group Research

Marktkommentar Mai 2019

Aktien: Umsatz- und Gewinnwachstum in den USA höher als in Europa - Aktien attraktiver als Staatsanleihen.

Rentenmärkte: Eurozone- Zinserhöhung erst im nächsten Jahr, USA - Zinsanhebung durch FED zum Jahresende.

Währungen: Der Dollar ist bereits hoch bewertet und empfänglich für eine Korrektur.

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General information

AuthorErste Group Research
Product nameMarktkommentar
Topic in focusCredits/ Corporate bonds, Equities, FX, Macro/ Fixed income
Economy in focusEurozone, Russia, United States
Currency in focusEuro, US Dollar
Sector in focus-


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