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Podcast: Kommt wirklich ein Zoll-Bumerang?

Die USA haben damit gedroht, ab dem nächsten Monat wieder höhere Zölle zu erheben. Aber sind die Märkte wirklich davon überzeugt? Die US-Notenbank bleibt abwartend und wartet auf einen klareren Ausblick auf Inflation und Wachstum.

Wir wollen heute auf die neuesten Informationen zu den Handelszöllen und die Reaktion der Fed eingehen. Darüber hinaus werden wir untersuchen, wie die Aktienbewertungen in unsere taktische Vermögensallokation einfließen.

Präsentiert von unserem Investmentteamgremium: Aymeric Forest CFA, Head of Investment Strategy. Gehostet von Lorna Denny, Investment Specialist.

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