05 February 2023
Posted in
sentix Weekly
Strategic irritation with bonds on the rise
The markets have coped surprisingly well with the interest rate hikes by the US Federal Reserve and the ECB, both to the expected extent. This is also due to the fact, as the sentix Theme Barometer shows, that the pressure from the central banks currently seems to be easing. But while some seem to confuse the end of interest rate hikes with interest rate cuts, the sentix Inflation Barometer shows that a real all-clear cannot yet be given for inflation.
Further results:
- Equities: Positive development in the US equity bias
- FX: Euro bias dips
- sentix Economic Index: Monday, 06.02.2023, 10.30 a.m.
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