LBBW Kapitalmarktkompass Juni

01:00 Introduction and Scenario Adjustment (Dr. Thomas Meißner) 05:54 Macro: Less Growth, More Inflation (Dr. Jens-Oliver Niklasch) 13:55 Interest Rates: ECB Tightens, Fed Continues Straight Ahead (Elmar Völker) 23:40 Credit: Companies Very Robust Despite Iran War (Matthias Schell) 28:40 Equities: Between "The Trend Is Your Friend" and "The Pitcher Goes to the Well Until It Breaks" (Uwe Streich) 37:10 Forecasts and Asset Allocation (Dr. Thomas Meißner) Learn more about us at https://www.lbbw.de