Aufgrund der hohen Inflation straffen die Zentralbanken ihre Geldpolitik in einer sich verlangsamenden Weltwirtschaft weiterhin aggressiv
Die Anleihemärkte pendelten in den letzten Monaten stark zwischen Inflations- und Wachstumsrisiken
Die Aussichten für Anleihen im zweiten Halbjahr scheinen ausgewogen, jedoch könnte eine Trendwende bei den Renditen ausbleiben, solange die Inflation ihren Höchststand noch nicht erreicht hat
Steigendes Rezessionsrisiko
Im ersten Halbjahr 2022 überraschten die Inflationsdaten Zentralbanken, Anleger und Wirtschaftswissenschaftler positiv. Zu Beginn des zweiten Halbjahres ist die Inflation immer noch hoch, wobei negative Wachstumsentwicklungen für die Märkte ebenso bedenklich werden. Die Weltwirtschaft verlangsamt sich, und das Risiko einer Rezession in den großen Volkswirtschaften
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