Skip to main content
logo
  • Funds

    Fund Explorer

    • Search our funds

    Capabilities

    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • Liquidity
    • ETFs

    Fund Information

    • Fund news and announcements
    • Regulatory updates
    • Capacity management
  • Investment Themes
    • Sustainable investing
    • Income
    • Multi-Asset Solutions
    • Fixed income revival
    • Investing in China
    • Market volatility
  • Insights

    Market Insights

    • Guide to the Markets
    • Guide to Alternatives
    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Investment Outlook
    • Monthly Market Review
    • Insights App
    • ESG Explained

    Portfolio Insights

    • Fixed Income Insights
    • Monthly Strategy Report
    • Asset Allocation Views
    • Equity Views
    • Factor Views
    • Long-Term Capital Market Assumptions
    • Global Alternatives Outlook
    • ETF Perspectives

    Webconferences

    • Webconferences
  • Library
  • About Us
    • Diversity, Equity and Inclusion
  • Contact Us
  • English
  • Role
  • Country
  • Search
    Search
    Menu
    1. The Weekly Brief | Global Market Strategy & Insights

    • LinkedIn Twitter Facebook

    The Weekly Brief

    20-03-2023

    Thought of the week

    US headline inflation fell to 6% year-on-year in February, an eighth consecutive monthly decline. However, core inflation - excluding more volatile energy and food prices - rose slightly to 0.5% on a month-on-month basis. Housing and rental costs continue to be the largest contributor to overall inflation, with shelter inflation rising to 8.1% year-on-year in February. However, the cost of autos continued to fall and goods inflation more broadly slowed as supply chain improvements continue to filter through to consumer goods prices. While price pressures appear to be gradually moderating, inflation remains too high. The Fed will have to balance this against recent financial stability concerns when making its rate decision later this week.

    US price pressures gradually moderating

    % change year-on-year

    JPMorgan_Insights_Weekly_Brief_EN
    Source: BLS, Refinitiv Datastream, J.P. Morgan Asset Management. Core inflation is defined as excluding food and energy. Data as of 17 March 2023

    More Insights

    gtm

    Guide to the Markets

    The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing you the building blocks to support conversations with your clients.

    Download the latest guide
    jpm_am_web_exp-icon_OTMOI_b200_card_850x240

    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
    jpm_am_web_exp-icon_webcast_b200_card_850x240

    Webconferences

    Listen to recorded updates from our portfolio managers and market strategists and register for future editions.

    Keep up to date with our views

    This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from J.P. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not a reliable indicator of current and future results.
     

    J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.
     

    This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000.

    ​0903c02a81fb9234​

    J.P. Morgan Asset Management

    • Terms of use
    • Privacy policy
    • Cookie policy
    • Accessibility statement
    • Sitemap
    • Investment stewardship
    Decorative
    J.P. Morgan

    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    Copyright © 2023 JPMorgan Chase & Co., all rights reserved.