J.P. Morgan Asset Management - The Weekly Brief

03.09.2018 10:21 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Nach einer schwierigen ersten Jahreshälfte für die Eurozone deuten die jüngsten Umfragedaten auf eine Stabilisierung bei den Wachstumsaussichten für die Region hin. Der ifo-Geschäftsklimaindex für Deutschland ist ein Indikator, der im Rahmen einer Umfrage erhoben wird, bei der Unternehmen die aktuelle und künftige konjunkturelle Entwicklung bewerten. Wenngleich das Geschäftsklima nicht mehr die hohen Werte wie Anfang des Jahres aufweist, sind die Rahmenbedingungen für die Unternehmen nach wie vor günstig. Erfreulicherweise verbesserten sich die Erwartungen für die nächsten sechs Monate in der August-Umfrage merklich, da die Handelssorgen durch die angekündigte Einigung im Zollstreit zwischen der Europäischen Union und der US-Regierung etwas nachgelassen haben. Wenn sich das konjunkturelle Umfeld weiter stabilisiert, sollte dies im restlichen Jahresverlauf zu einem soliden Gewinnwachstum für europäische Unternehmen führen.

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