J.P. Morgan Asset Management - The Weekly Brief

05.09.2016 10:37 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Im Anschluss an das EU-Referendum verzeichneten viele britische Indikatoren im Juli und

August starke Rückgänge. Inzwischen tendieren einige dieser Umfragedaten allerdings wieder

nach oben. Der vergangene Woche für August veröffentlichte britische Einkaufsmanagerindex

(EMI) zeigte einen überraschend deutlichen Anstieg gegenüber dem Vormonat: Der

Gesamtindex legte von 48,3 auf 53,3 zu. Mit Spannung erwartet wird die heutige

Veröffentlichung des EMI für den Dienstleistungssektor, da dieser Bereich in der britischen

Wirtschaft eine weitaus wichtigere Rolle spielt als das verarbeitende Gewerbe. Dabei ist jedoch

zu bedenken, dass es sich bei den EMI um Umfragedaten handelt. Wie sich das Wachstum

tatsächlich entwickelt hat, wird für die Anleger erst aus „harten“ Zahlen, wie der ersten BIP-Schätzung,

die am 25. Oktober veröffentlicht werden soll, ersichtlich.

JPMAM_The Weekly Brief_05.09.2016.pdf

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