J.P. Morgan Asset Management - The Weekly Brief

23.05.2022 12:13 - JPMorgan Asset Management (Switzerland) LLC

Normalerweise würde die Bank of England (BoE) es vorziehen, den Angebotsschock an den Energie- und Rohstoffmärkten zu ignorieren. Dieser trug im April dazu bei, dass die Inflation in Grossbritannien auf 9,0 % gegenüber dem Vorjahr zulegte. Die robusten Arbeitsmarktdaten stehen dieser Idee jedoch entgegen. Zum ersten Mal seit Beginn der Aufzeichnungen gibt es weniger Erwerbslose als offene Stellen, und die Arbeitslosenquote liegt fast auf einem 50-Jahres-Tief. Die Beschäftigten nutzen ihre stärkere Verhandlungsmacht und fordern Lohnerhöhungen von den Arbeitgebern, um die höheren Lebenshaltungskosten zu bewältigen. Das Lohnwachstum beträgt derzeit 7,0 %. Daher glauben wir, dass die BoE die Zinsen weiterhin vorsichtig anheben und gleichzeitig auf eine etwaige Abschwächung am Arbeitsmarkt achten wird.

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J.P. Morgan Asset Management - The Weekly Brief

23.05.2022 12:13 - JPMorgan Asset Management (Switzerland) LLC

Disclaimer

No offer, exclusion of liability

No investment advice

Professional market-data distributors

No guarantee of the functionality of alert services and other services

No guarantee of data security when using the personalised "MyFunds" area

References and links

Local and other legal restrictions

Swiss Fund Data AG

Copyright

Privacy Statement of Swiss Fund Data AG

Type of collected Personal Data

Cookies

Web analysis

Google Analytics

Usage and protection of Personal Data

Information on processed Personal Data

Links

Social Media Buttons

Responsible Data Protection Officer

Right to withdraw consent in respect of data protection

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