{"id":28802,"date":"2025-12-08T09:29:37","date_gmt":"2025-12-08T09:29:37","guid":{"rendered":"https:\/\/www.algebris.com\/?p=28802"},"modified":"2025-12-08T14:44:02","modified_gmt":"2025-12-08T14:44:02","slug":"global-credit-bullets-montag-8-dezember-2025","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/de\/market-views-de\/global-credit-bullets-montag-8-dezember-2025\/","title":{"rendered":"GLOBAL CREDIT BULLETS | Montag, 8. Dezember 2025"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>USA &#8211; <strong>Ein letzter Zinsschritt vor dem neuen Vorsitzenden<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h5>\n\n\n\n<p>Die Fed wird voraussichtlich am Mittwoch die Zinsen um 25 Basispunkte senken. Mit einem Terminalzins von rund 3 % und der bevorstehenden Ernennung eines neuen Fed-Vorsitzenden richten die Marktteilnehmer ihre Aufmerksamkeit auf die Dot-Plot-Projektionen. So wollen sie erkennen, wie gespalten das FOMC ist und ob die aktuelle \u201edovishe\u201c Preisbildung best\u00e4tigt wird. W\u00e4hrend weiche Arbeitsmarktdaten auf eine leichte Verbesserung hindeuten, fehlen noch Inflations- und NFP-Daten. Das erschwert den geldpolitischen Ausblick. Zus\u00e4tzliche fiskalische Impulse im Jahr 2026 d\u00fcrften die Konjunktur weiter st\u00fctzen.<\/p>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>Japan &#8211; <strong>BoJ vor dem Kurswechsel<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h5>\n\n\n\n<p>Der 19. Dezember k\u00f6nnte f\u00fcr Japan ein Wendepunkt werden. Die Wahrscheinlichkeit eines Zinsschritts der BoJ ist inzwischen sehr hoch. Mit Takaichis angek\u00fcndigtem Fiskalpaket, einer Inflationsrate von 3 %, einem 1y1y-Satz von 1,25 % und bereits eingepreisten 23 Basispunkten f\u00fcr diese Sitzung steigt der Druck. Die starke Abwertung des Yen belastet die Wirtschaft zunehmend, w\u00e4hrend langlaufende JGBs aufgrund der Sorge vor einem einmaligen Zinsschritt ohne strukturelle Anpassungen verkauft werden. Die zentrale Frage bleibt, ob die BoJ \u00fcber eine symbolische Anhebung hinausgeht und einen glaubw\u00fcrdigen Pfad f\u00fcr die Geldpolitik signalisiert.<\/p>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Algebris Investments&#8217; <em>Global Credit Team<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>USA &#8211; Ein letzter Zinsschritt vor dem neuen Vorsitzenden Die Fed wird voraussichtlich am Mittwoch die Zinsen um 25 Basispunkte senken. Mit einem Terminalzins von rund 3 % und der bevorstehenden Ernennung eines neuen Fed-Vorsitzenden richten die Marktteilnehmer ihre Aufmerksamkeit auf die Dot-Plot-Projektionen. So wollen sie erkennen, wie gespalten das FOMC ist und ob die [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":28796,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[212],"tags":[],"asset-class":[228],"algebris-themes":[278],"class_list":["post-28802","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-views-de","asset-class-credit-de","algebris-themes-global-credit-theme-de"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>GLOBAL CREDIT BULLETS | Montag, 8. 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So wollen sie erkennen, wie gespalten das FOMC ist und ob die [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.algebris.com\/de\/market-views-de\/global-credit-bullets-montag-8-dezember-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Algebris Investments\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-08T09:29:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-08T14:44:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/media.algebris.com\/content\/AdobeStock_335677234_web.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"932\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Daniela Spataro\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Daniela Spataro\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.algebris.com\/de\/market-views-de\/global-credit-bullets-montag-8-dezember-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.algebris.com\/de\/market-views-de\/global-credit-bullets-montag-8-dezember-2025\/\"},\"author\":{\"name\":\"Daniela Spataro\",\"@id\":\"https:\/\/www.algebris.com\/de\/#\/schema\/person\/4f8a812e06adf5a47c5d4a2029e3be59\"},\"headline\":\"GLOBAL CREDIT BULLETS | Montag, 8. 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