J.P. Morgan Asset Management - The Weekly Brief

10.09.2018 16:36 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Die jüngsten Wirtschaftsdaten deuten auf ein weiterhin robustes Wachstum der US-Wirtschaft hin.

Der Index für das verarbeitende Gewerbe des Institute for Supply Management (ISM) ist ein

monatlicher Indikator für die aktuellen Geschäftsbedingungen. Hier zeigt ein Wert von über 50

Punkten eine wirtschaftliche Expansion an. Der ISM-Index für das verarbeitende Gewerbe wies im

August mit 61,3 Punkten den höchsten Wert seit über 14 Jahren aus. Die Nachfrage in den USA

scheint unverändert stark: Seit 16 Monaten in Folge erreichen die Auftragseingänge einen Wert von

mindestens 60. Im August wuchsen die Exportaufträge zwar langsamer, aber doch stetig; allerdings

sind die Unternehmen weiterhin über mögliche zusätzliche Zölle besorgt. Die gute Stimmung unter

den Unternehmen bietet eine vielversprechende Grundlage für die Ergebnisse der zweiten

Jahreshälfte. Anleger sollten jedoch die Handelsentwicklungen und potenziellen Risiken für die

Wirtschaftsaussichten genau im Auge behalten.

JPMAM_The Weekly Brief_10.09.2018.pdf

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