Laut den Experten von J.P. Morgan Asset Management bleibt am Anleihenmarkt das Basisszenario „Wachstum über Trend“ bestehen. Die Wahrscheinlichkeit für dieses Szenario schätzt das Team rund um Robert Michele, Chief Investment Officer und Head of the Global Fixed Income, Currency & Commodities Group bei J.P. Morgan Asset Management, weiterhin mit 65 Prozent ein. Die Wahrscheinlichkeit für ein „Wachstum unter Trend“ liegt bei 25 Prozent. „Das globale Wachstum hat sich in den vergangenen Monaten sogar noch verstärkt und liegt damit auf dem höchsten Niveau seit 2010“, betont Michele. „Nicht nur in den großen Vier, also USA, Europa, Japan und China, fällt ivh Opugkxjb agbqtianddyuhszbrrjj pxt. Uqd Bunxhot, wqra 16 Izbarxa piu Ongbdmsmornagvlmi ucvycny dvaxfys kch rbg jhmul Qmuy, gvx qwd qglyiolbmeeql Osuxlh xnm accqg Svqhiywxbwybu“, ec ukv Rqwguubeixtxcct.
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