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7.2.2020 - Edgar-Walk

Inflationsdruck in den USA dürfte einen Boden gefunden haben

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Edgar Walk, Chefvolkswirt Metzler Asset Management, macht in seinem Kapitalmarkt­ausblick auf die nächste Woche den Zusammenhang zwischen Wirtschaftspolitik und Inflationsrate zum Thema. In den USA fehle von einer Inflation bisher jede Spur - obwohl steigende Inflationsraten normalerweise Folge einer populistischen Politik mit starken Stimulus-Maßnahmen und entsprechend steigenden Wachstumsraten seien. Eine strukturelle Niedriginflation im Zusammenhang mit einer alternden Gesellschaft wie in Japan sieht Walk bei einem recht konstanten Wert um 2 % nicht - eher eine Seitwärtsentwicklung oder sogar eine Trendwende, die dann das übliche Muster einer populistischen Wirtschaftspolitik bestätigen würde. 

Kapitalmarktausblick auf KW 7 7.2.2020 PDF — 351 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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