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Information für institutionelle Anleger - 6.2.2025

US-Strafzölle, der Euro und die wirtschaftlichen Perspektiven: Edgar Walk im Interview mit n-tv

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US-Präsident Donald Trump hat erneut Strafzölle als wirtschaftspolitisches Instrument in den Fokus gerückt. In Bezug auf geopolitische Entwicklungen hingegen gibt es positive Signale: Trump setzt sich aktiv für einen Frieden in der Ukraine ein und könnte durch Sanktionen auf russische Ölexporte den Druck auf Moskau erhöhen. Im Technologiebereich sorgte kürzlich ein neuer Wettbewerber aus China für Unruhe: Ein chinesisches KI-Modell, das mit ChatGPT vergleichbar, aber günstiger ist, hat Befürchtungen über eine zunehmende Konkurrenz ausgelöst. 

Welche Chancen und Risiken sich aus der aktuellen weltwirtschaftlichen Situation für Europa ergeben, welche Rolle die EZB spielt und wie Anleger sich aufstellen sollten, darüber spricht Edgar Walk, Chefvolkswirt von Metzler Asset Management, im Interview mit Raimund Brichta von n-tv.

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