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GlobalMacroResearchJuly22,2024LuisOganesAC(44-20)7742-1420luis.oganes@jpmorgan.comJ.P.MorganSecuritiesplcSeeendpagesforanalystcert...
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JPMORGANGlobalEconomicResearch14June2024GlobalDataWatch•InflationdroptrumpsFedcautioninmarketpricingofFedEconomicandPolicyResearch•Francesnapelectionandexcessivedeficitprocedureisnotagoodmix•Sou...
JPMORGANGlobalEconomicResearch03May2024GlobalDataWatch•Powell’shikeaversion,USlabormarketcoolingboostglobalriskappetiteEconomicandPolicyResearch•DespiteAprilPMIdip,globalindustryonarecoverytrack...
JPMORGANGlobalEconomicResearch12April2024GlobalDataWatch•High-for-longsoft-landingbalancesoverheatingandmarketstressEconomicandPolicyResearch•ThreestraightstrongUSCPIprintspushesoutpricingofFedcu...
JPMORGANGlobalEconomicResearch27February2024CorrectionGlobalInflationMonitor:January2024Stickyaround3%•Globalheadlineandcoreconsumerprices(ex.ChinaandTürkiye)bothfirmedEconomicResearchmodestlyto0...
