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ZEW-Konjunkturerwartungen: Optimistischer Jahresanfang

von Hubert Hunscheidt

Zum ersten Mal seit Februar 2022 befindet sich der Indikator damit wieder im positiven Bereich. Die Einschätzung der konjunkturellen Lage für Deutschland verbessert sich ebenfalls
erneut, allerdings nur geringfügig. Sie liegt aktuell bei minus 58,6 Punkten und somit 2,8 Punkte über dem Wert des Vormonats.

„Die ZEW-Konjunkturerwartungen sind im Januar wieder positiv. Sie signalisieren zum ersten Mal seit Februar 2022, also dem Monat, in dem der Ukrainekrieg begann, eine spürbare Verbesserung der konjunkturellen Lage auf Sicht von sechs Monaten. Dazu haben vor allem die günstigere Situation an den Energiemärkten und die Energiepreisbremsen der Bundesregierung beigetragen. Außerdem verbessern sich die Exportchancen der deutschen Wirtschaft durch die Aufhebung der Covid-Restriktionen in China. Entsprechend haben sich die Ertragserwartungen der exportorientierten und führt zu einer Verbesserung der Erwartungen für die konsumnahen Branchen“, kommentiert ZEW-Präsident Prof. Achim
Wambach, PhD, die aktuellen Ergebnisse.

Die Erwartungen der Finanzmarktexpertinnen und -experten an die Konjunkturentwicklung in der Eurozone verbessern sich im Januar ebenfalls sehr deutlich. Sie steigen um 40,3 Punkte und liegen damit aktuell bei 16,7 Punkten. Der Lageindikator steigt um 2,6 Punkte und liegt bei minus 54,8 Punkten. Die Inflationserwartungen für das Eurogebiet sinken im Januar um 4,4 Punkte und liegen damit bei minus 83,7 Punkten.

Quelle und Grafik: ZEW–Leibniz-Zentrum für Europäische Wirtschaftsforschung GmbH / Foto: Fotolia

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