StrategicResearch17July2024JPMorganThismaterialisneitherintendedtobedistributedtoMainlandChinainvestorsnortoprovidesecuritiesinves...
1TeresaHoAC(1-212)834-5087teresa.c.ho@JPMorgan.comJ.P.MorganSecuritiesLLCPankajVohra(1-212)8345292pankaj.x.vohra@jpmchase.comJ.P.M...
1MichaelFeroli(1-212)834-5523michael.e.feroli@JPMorgan.comJPMorganChaseBankNAMichaelSHanson(1-212)622-8603michael.s.hanson@jpmchas...
1MichaelFeroli(1-212)834-5523michael.e.feroli@JPMorgan.comJPMorganChaseBankNAMichaelSHanson(1-212)622-8603michael.s.hanson@jpmchas...
1PhoebeWhiteAC(1-212)834-3092phoebe.a.white@JPMorgan.comJ.P.MorganSecuritiesLLCLiamLWash(1-212)834-5230liam.wash@jpmchase.comJ.P.M...
NorthAmericaEconomicResearch24July2024JPMorganwww.JPMorganmarkets.comEconomicandPolicyResearchAbielReinhart(1-212)2704058abiel.rei...
NorthAmericaEconomicResearch24July2024JPMorganwww.JPMorganmarkets.comEconomicandPolicyResearchAbielReinhart(1-212)2704058abiel.rei...
JapanFXStrategy03July2024JPMorganwww.JPMorganmarkets.comJapanMarketsResearchJunyaTanaseAC(81-3)6736-1270junya.tanase@JPMorgan.comJ...
JapanEconomicResearch19June2024JPMorganwww.JPMorganmarkets.comEconomicandPolicyResearchBenjaminShatil(81-3)6736-1730benjamin.shati...
SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
PhoebeWhiteAC(1-212)834-3092HollyCunningham(1-212)834-5683NorthAmericaFixedIncomeJPMorganphoebe.a.white@JPMorgan.comholly.cunningham@JPMorgan.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSecuritiesL...
JPMorganNorthAmericaEconomicResearch12June2024MayCPItoputaspringinPowell’sstepTheMayCPIwasverybenign.Theheadlineindexwasflat,atenthbelowEconomicandPolicyResearchexpectations,andtheyear-agoincrease...
BenjaminShatil(81-3)6736-1730TakuhoMorimoto(81-3)6736-6682JapanEconomicResearchJPMorganbenjamin.shatil@JPMorgan.comtakuho.morimoto@JPMorgan.com21June2024JPMorganSecuritiesJapanCo.,Ltd.AyakoFujita(8...
MichaelFeroli(1-212)834-5523MuratTasci(1-212)622-0288NorthAmericaEconomicResearchJPMorganmichael.e.feroli@JPMorgan.commurat.tasci@jpmchase.com05July2024JPMorganChaseBankNAAbielReinhart(1-212)270405...
JPMorganAsiaPacificEconomicResearch07July2024China:FXreserveslargelyinlinewithexpectationAglanceatBoPandcustoms’tradebalancedifferenceChina’sJuneFXreservesfellUS$9.7bnto$3,222.4bn,largelyinlinewi...
MichaelFeroli(1-212)834-5523MuratTasci(1-212)622-0288NorthAmericaEconomicResearchJPMorganmichael.e.feroli@JPMorgan.commurat.tasci@jpmchase.com14June2024JPMorganChaseBankNAMichaelSHanson(1-212)622-8...
JPMorganAsiaPacificEconomicResearch03July2024China:Backtotrend-growthin2H2024mid-yearoutlook•China’seconomicactivitystartedstrongin1Qbutsoftenedin2Q.TheEmergingMarketsAsia,EconomicandPolicyResear...
JPMorganGlobalEconomicResearch21June2024GlobalDataWatch•Afterastrong1H24,softerdataisstillconsistentwith2H24moderationEconomicandPolicyResearch•FiscaldragstotemperEMUrecovery,smoothingwaytoECBcut...
JPMorganGlobalEconomicResearch05July2024GlobalDataWatch•Therearesoft-landingsignalsinJunePMIandUSemploymentreport...EconomicandPolicyResearch•…butrecentslidesinmomentumandbusinesssentimentraisec...
JPMorganGlobalEconomicResearch14June2024GlobalDataWatch•InflationdroptrumpsFedcautioninmarketpricingofFedEconomicandPolicyResearch•Francesnapelectionandexcessivedeficitprocedureisnotagoodmix•Sou...
