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    1. The Weekly Brief | Global Market Strategy & Insights

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    The Weekly Brief

    29-05-2023

    Thought of the week

    The substantial drop in headline inflation is welcome news for policymakers, but the upside surprise relative to expectations will certainly dampen the mood at the Bank of England. Given changes to the energy price cap in April 2022, it was well understood that the contribution from energy would fall this month. Services inflation gives a much better read on underlying price pressures and the signs here were far more concerning with services prices seeing a very strong 1.6% month on month uptick. While the subsequent announcement of a lower-than­expected energy price cap is a welcome surprise, core inflation is running at its fastest monthly rate since the 1990s. Absent a remarkable turnaround in incoming data interest rates are likely to rise by a further 0.25% points in June.

    Pressure is still mounting on the Bank of England

    UK headline inflation breakdown, % change year on year

    JPMorgan_Insights_Weekly_Brief_EN
    Source: ONS, Refinitiv Datastream, J.P. Morgan Asset Management. Data as of 26 May 2023.

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    Investment Principles

    The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-tested strategies for guiding portfolios towards tomorrow’s goals.

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    On the Minds of Investors

    Drawing on the depth and breadth of our market and economic expertise, we offer timely macro insight into today’s big investment themes, to enable more confident portfolio decisions.

    Views on today’s key investment themes
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    Investment Outlook

    Karen Ward, Chief Market Strategist for EMEA, looks ahead and considers what might be in store for global markets in the year ahead.

    Key themes

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