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2021/05/14 / Erste Group Research

Inflationsängste lasten auf Börsen


Der Aktienmarktindex setzt in den USA und Europa die Konsolidierungsphase mit leichten Verlusten fort. In Japan kam der Nikkei 225 mit -6,4% stark unter Druck.

In den USA fiel der S&P 500 um -2,1%. Besonders bei Technologieaktien wie Facebook (-4,7%) und Alphabet (-4,8%) waren nach den guten Quartalsergebnissen weiteren Gewinnmitnahmen ausgesetzt. Zyklische Aktien wie Banken konnten sich dem Trend widersetzen. JP Morgan erreichte ein neues All-Time-High. In Japan kam es aufgrund der dort verschlechterten COVID-19 Situation zu einem starken Abgabedruck bei zyklischen Aktien. Wir erwarten in der kommenden Woche ein Anhalten des Seitwärtstrends des globalen Aktienmarktindex.

Der ATX verteidigte diese Woche erfolgreich die neu erklommene 3,300-Punkte Linie mit einem Wochenplus von 1,5%. Befeuert wurde die gute Performance von den schwergewichtigen Banken, einem der wenigen im Plus schließenden Sektoren. Die Berichtssaison in Österreich lieferte diese Woche weiter positive Impulse - besonders hervorzuheben die Österreichische Post. Charttechnisch sehen wir den ATX nun auf Marschrichtung 3,400 Punkte-Marke.


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General information

AuthorErste Group Research
Date2021/05/14
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Construction & Material, Food & Beverage, Industrial Goods & Services, Technology, Utilities
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Erste Group related products

Name  ISIN# Erste Group products
AgranaAT000AGRANA30
Austrian PostAT0000APOST439
Kapsch TrafficComAT000KAPSCH90
PolytecAT0000A00XX90
VerbundAT000074640977
WienerbergerAT000083170666



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