J.P. Morgan Asset Management - The Weekly Brief

25.07.2022 15:18 - JPMorgan Asset Management (Switzerland) LLC

Auf der letzten Sitzung der Bank of England betonten die Währungshüter, die Geldpolitik stärker straffen zu wollen, falls sich eine beharrlichere Inflation abzeichnen sollte. Genau darauf deuten die jüngsten Konjunkturdaten aus Grossbritannien hin. Laut Inflationsbericht für Juni steigen die Güterpreise weiter an, wenn auch weniger aggressiv. Die Beschleunigung der eher im Inland erzeugten Dienstleistungsinflation ist aufgrund ihrer „Hartnäckigkeit“ jedoch besonders bedenklich. Bei der Gesamtinflation wird im Laufe des Jahres inzwischen ein Höchststand von über 11 % erwartet. Zudem hat der Beschäftigungsbericht von letzter Woche gezeigt, dass sich der Arbeitsmarkt weiter anspannt und der Lohndruck zunimmt. Insgesamt dürften die Voraussetzungen für eine Zinserhöhung der Bank um einen halben Prozentpunkt Anfang August eindeutig erfüllt sein.

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J.P. Morgan Asset Management - The Weekly Brief

25.07.2022 15:18 - 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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