Inflation

Statistisches Bundesamt Inflationsrate in Deutschland Juli 2026 2,8%; Energie- und Kraftstoffpreise treiben Inflation deutlich NORD/LB am Morgen stellt eine Übersicht und Zusammenfassung ausgewählter Berichte und Meldungen dar. Research NORD/LB am Morgen August 2026 Research NORD/LB am Morgen 13. August 2026 Marktdaten 12.08.2026 11.08.2026 31.12.2025 Ytd % DAX 26.331,07 26.391,42 24.490,41 7,5 MDAX 32.335,17 32.224,89 30.617,67 5,6 TECDAX 4.067,62 4.090,18 3.622,27 12,3 EURO STOXX 50 6.533,99 6.551,22 5.791,41 12,8 STOXX 50 5.527,02 5.548,17 4.918,02 12,4 DOW JONES IND. 53.770,27 53.791,85 48.063,29 11,9 S&P 500 7.748,50 7.728,20 6.845,50 13,2 MCSI World 5.008,52 4.995,78 4.430,38 13,0 MSCI EM 1.681,90 1.665,44 1.404,37 19,8 NIKKEI 225 67.524,06 66.970,22 50.339,48 34,1 Euro in USD 1,1527 1,1542 1,1745 -1,9 Euro in YEN 183,71 183,85 183,58 0,1 Euro in GBP 0,8541 0,8544 0,8717 -2,0 Bitcoin (USD) 63.390,56 63.557,26 87.598,39 -27,6 Gold (USD) 4.405,94 4.365,63 4.319,37 2,0 Rohöl (Brent ICE USD) 88,98 88,91 60,85 46,2 CO2 Emissionsrechte 81,99 82,44 87,37 -6,2 Bund-Future 124,74 124,82 127,57 ...

Global economy growth forecast worldwide; long-term yields to surge on credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Fed to begin rate hikes in US; inflation persistence risks higher yields Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroders Economic and Strategy Viewpoint Q3 2026 global economies; risk of long-term yields surging on credibility doubts Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroders warns global markets of rising long-term yields; central-bank credibility concerns push yields higher Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroders warns long-term yields may rise in global markets due to central bank credibility concerns; Fed to begin rate hikes later this year Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Global economy to deliver solid growth worldwide; long-term yields surge on credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroders Economic and Strategy Viewpoint Q3 2026 global; Long-term yields may surge on credibility fears. Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Fed Chair Kevin Warsh sees payrolls easing in US; CPI/PPI tests to decide September rate path Weekly bond market update: Payrolls throw Warsh a lifeline Weekly bond market update: Payrolls throw Warsh a lifeline A soft jobs report eased the pressure after July’s FOMC stumble, but inflation will still decide what comes next. The softer jobs report provided Fed Chair Kevin Warsh with a needed reprieve after the poor market reception to July’s FOMC communication, giving the Fed room to stay patient. ...

Schroders Insights Economic and Strategy Viewpoint Q3 2026 Global; long-term yields rise due to credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...