J.P. Morgan Asset Management - The Weekly Brief

14.06.2021 10:58 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Mit der Wiedereröffnung der US-Wirtschaft erholt sich die Nachfrage nach Arbeitskräften sehr deutlich, wie der starke Anstieg der Stellenangebote zeigt. Zudem berichten die Unternehmen, dass es ihnen schwer fällt, all diese Stellen zu besetzen. Trotzdem gibt es immer noch über 7 Millionen Amerikaner, die im Februar 2020 erwerbstätig waren und derzeit nicht arbeiten. Die zentrale Frage ist, wie viele dieser Arbeitslosen wieder eine Beschäftigung aufnehmen werden, wenn die derzeitige Erhöhung des Arbeitslosengeldes ausläuft und die Impfungen eine vollständige Rückkehr in ein normales Leben ermöglichen. Wir gehen davon aus, dass die meisten dieser Jobs besetzt werden; ein anhaltender Mangel an willigen und qualifizierten Arbeitskräften könnte jedoch zu einem nachhaltigeren Lohndruck und Preisauftrieb führen. In unserem aktuellen Artikel der Reihe „Was Anleger umtreibt“ – Geld- und fiskalpolitische Abstimmung und die Inflationsrisiken – erläutern wir die Inflationsaussichten und wie Anleger ihre Portfolios vor diesem potenziellen Risiko schützen können.

JPMAM_The Weekly Brief_14.06.2021.pdf

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