J.P.摩根全球宏观数据观察：通胀飙升持续，央行承压，2021年10月

报告摘要

J.P.摩根最新全球宏观数据观察显示，通胀飙升持续给央行带来压力。报告下调美中增长预期，预测下半年全球GDP增速4.8%。PMI显示工业底部，但瓶颈仍存。美国9月就业增57.5万，失业率5%。

📋 核心要点(部分)

1. Summertime and the consumer is queasy,Macro spillovers from EM Asia's shipping logjams,Spiking China PPI: Commodity prices and dual controls,A Powell-ian deconstruction of India’s CPI,BoE: What to expect when you're expecting an early hike,What’s up with Spain?,Australian macroprudential: Take the pressure down