JPMorgan Econ FI-Interest Rate Derivatives Should I stay or should I go-107709805
Srini RamaswamyAC (1-415) 315-8117 srini.ramaswamy@jpmorgan.com J.P . Morgan Securities LLC
报告摘要
Srini RamaswamyAC (1-415) 315-8117 srini.ramaswamy@jpmorgan.com J.P . Morgan Securities LLC
核心要点
- 19 April 2024
报告信息
- 文件全名
- 《JPMorgan Econ FI-Interest Rate Derivatives Should I stay or should I go-107709805.pdf》
- 适合读者
- 核心数据
- time before cutting as prices stall, Will take longer to get inflation down to 2% goal, Fed has to recalibrate, Real FF rate is "historically quite high", Tradeoffs between inflation, jobs is harder this year, Housing
- Economy is slowing down, but slowing down slowly, Wage growth happening faster than inflation rate, Policy is currently restrictive, on path to 2% target, Not in a hurry to get to 2% inflation, can be patient, Sees
- Housing resilience has been a surprise for me, Once inflation heading back to 2%, we can cut rates, Need to be patient until convinced inflation falling, We can wait as long as it takes before cutting rates, Could
- Inflation is too high, still have a ways to go to 2%, Still on path to 2%, path will just be slow and bumpy, Won't be in position to reduce rates until end of year, Can keep rates steady as long as labor market holds
- 核心议题
常见问题
《JPMorgan Econ FI-Interest Rate Derivatives Should I stay or should I go-107709805》主要包含哪些内容?
Srini RamaswamyAC (1-415) 315-8117 srini.ramaswamy@jpmorgan.com J.P . Morgan Securities LLC核心数据:time before cutting as prices stall, Will take longer to get inflation down to 2% goal, Fed has to recalibrate, Real FF rate is "historically quite high", Tradeoffs between inflation, jobs is harder this year, Housing;Economy is slowing down, but slowing down slowly, Wage growth happening faster than inflation rate, Policy is currently restrictive, on path to 2% target, Not in a hurry to get to 2% inflation, can be patient, Sees;Housing resilience has been a surprise for me, Once inflation heading back to 2%, we can cut rates, Need to be patient until convinced inflation falling, We can wait as long as it takes before cutting rates, Could。
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