Das Jahr 2024 verlief bisher besser als wir es erwartet hatten. Zu Beginn des Jahres waren sich viele Marktteilnehmer weitgehend einig, dass sowohl die Europäische Zentralbank als auch die Fed zügig mit ihrem Zinssenkungszyklus beginnen würden. Diese Erwartungen wurden jedoch rasch enttäuscht. Die Zentralbanken beließen die
Zinsen bisher auf ihrem Niveau und äußerten sich eher vorsichtig, was baldige Senkungen anbetrifft.
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