J.P. Morgan Asset Management - The Weekly Brief

18.07.2022 12:24 - JPMorgan Asset Management (Switzerland) LLC

Die US-Inflation lag im Juni erneut über den Erwartungen, sodass die US-Notenbank (Fed) keinen Anlass hatte, einen weniger aggressiven Straffungskurs zu fahren. Sowohl die Gesamt- als auch die Kerninflation war deutlich höher als angenommen, wobei der Gesamtindex um 9,1 % zum Vorjahr stieg. Ein Grossteil hängt mit Faktoren zusammen, die sich der Kontrolle der Fed entziehen – fast die Hälfte der Gesamtinflation geht auf steigende Nahrungsmittel- und Energiepreise zurück, vor allem aufgrund des Kriegs in der Ukraine. Allerdings betrifft das Inflationsproblem auch Dienstleistungen und Wohnraum, wo die Teuerung weiter anzieht. Die Investoren werden kaum zurückhaltendere Töne von der Fed hören, bis die Inflation spürbar nachlässt. Bis dahin dürfte der restriktive Tenor anhalten.

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J.P. Morgan Asset Management - The Weekly Brief

18.07.2022 12:24 - 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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