J.P. Morgan Asset Management - The Weekly Brief

20.06.2022 16:21 - JPMorgan Asset Management (Switzerland) LLC

Nachdem die Inflation erneut höher ausfiel als erwartet, hat die US-Notenbank (Fed) ihre geplante Zinsstraffung nochmals beschleunigt und die erste Zinserhöhung um 75 Basispunkte (Bp.) seit 1994 vorgenommen. Investoren und Ökonomen hatten den Höhepunkt der US-Inflation im März erwartet, sodass der neue Höchstwert im Bericht für Mai den Aktienkursen zusetzte. Die Zinsmärkte preisten derweil ein, dass die Fed aggressiver auf die Bremse treten muss. Für die nächste Sitzung bestätigte Fed-Chef Powell, dass noch ein Zinsschritt von 50 oder 75 Bp. „am wahrscheinlichsten“ sei. Das genaue Ausmass sowie weitere Zinserhöhungen nach der Juli-Sitzung dürften davon abhängen, wie sich die Inflationsdaten entwickeln, da die Eindämmung der schnellsten Preissteigerungen seit über 40 Jahren für die Fed im Vordergrund steht.

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J.P. Morgan Asset Management - The Weekly Brief

20.06.2022 16:21 - JPMorgan Asset Management (Switzerland) LLC

Disclaimer

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Professional market-data distributors

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Privacy Statement of Swiss Fund Data AG

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Web analysis

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