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17.1.2020 - Edgar-Walk

US-Wachstumsprognose mit Fragezeichen

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Edgar Walk, Chefvolkswirt Metzler Asset Management, nimmt in seinem Kapitalmarkt­ausblick auf die nächste Woche die bisherigen Prognosen für das Wirtschaftswachstum 2020 in den USA unter die Lupe. Nach seiner Einschätzung könnten sich viele Prognosen als zu pessimistisch erweisen, seine eigene eingeschlossen: Dafür sprächen nicht nur das jüngst unterzeichnete Handelsabkommen zwischen den USA und China, sondern auch die 2019 sich signifikant verbessernden Finanzierungsbedingungen für Unternehmen und Privathaushalte. Dennoch sei es zu früh, die Prognosen zu korrigieren; dafür gelte es, zunächst einmal die Effekte des Produktionsstopps bei Boeing abzuwarten. 

Kapitalmarktausblick auf KW 4 17.1.2020 PDF — 135 KB
Edgar Walk, Chefvolkswirt Metzler Asset Management
Edgar Walk

Chief Economist , Metzler Asset Management

Edgar Walk joined Metzler in 2000. As Chief Economist in the asset management division, he is responsible for formulating our global economic outlook. Due to his close cooperation with the portfolio management, he focuses on capital market themes as well as on global economic analyses. Mr. Walk holds a master’s degree in economics from the University of Tübingen in Germany and spent a semester at the University of Doshisha in Kyoto, Japan. In addition, he completed the program “Advanced Studies in International Economic Policy Research“ at the Institute of World Economy in Kiel, Germany.

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