|2023/03/22 / Erste Group Research|
US-Fed reagiert auf Banken-Turbulenzen
Wie weitgehend erwartet worden war, beschloss das zuständige Gremium der US-Fed (FOMC), die Spanne für den Leitzinssatz um 25 Basispunkte (Bp) auf 4,75 – 5% anzuheben. Das FOMC erwartet als Ergebnis der jüngsten Turbulenzen im US-Bankensektor eine restriktivere Kreditvergabe und damit Auswirkungen auf die Konjunktur, die Beschäftigung und die Inflation. Damit wären die Auswirkungen gleich wie von Zinserhöhungen. Das Ausmaß lässt sich aber laut dem Fed-Vorsitzenden Powell derzeit nicht abschätzen. Für die weitere Entwicklung geht das FOMC daher davon aus, dass nur noch etwas geldpolitische Straffung angebracht sein könnte, um die Inflation zum Ziel von 2% zu bringen.
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|Author||Erste Group Research|
|Product name||Short Notes Hauptmärkte|
|Topic in focus||Macro/ Fixed income|
|Economy in focus||United States|
|Currency in focus||US Dollar|
|Sector in focus||-|
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