行业研究报告

JPMorgan Econ FI-US Fixed Income Overview A step in the right direction-108279439

2024-05宏观经济12 页

Phoebe WhiteAC (1-212) 834-3092 phoebe.a.white@jpmorgan.com J.P . Morgan Securities LLC

报告摘要

Phoebe WhiteAC (1-212) 834-3092 phoebe.a.white@jpmorgan.com J.P . Morgan Securities LLC

核心要点

  1. 17 May 2024

报告信息

文件全名
《JPMorgan Econ FI-US Fixed Income Overview A step in the right direction-108279439.pdf》
适合读者
投资人行业研究员
核心数据
  1. GDP tracking for 1Q24 to 1.2% q/q and for 2Q24 to 2.3% q/q. April headline and core
  2. CPI rose a more moderate 0.3% in April, but upside surprises in PPI and import prices
  3. has us projecting April core PCE at 0.26% m/m, leaving the year-ago rate unchanged
  4. express this through 12Mx3M/3Mx10Y swap curve flatteners, hedged with 33% risk
  5. roughly unchanged. We note roughly 55% of high yield/loan maturities through 2026
核心议题
GDPCPIPPI

常见问题

《JPMorgan Econ FI-US Fixed Income Overview A step in the right direction-108279439》主要包含哪些内容?

Phoebe WhiteAC (1-212) 834-3092 phoebe.a.white@jpmorgan.com J.P . Morgan Securities LLC核心数据:GDP tracking for 1Q24 to 1.2% q/q and for 2Q24 to 2.3% q/q. April headline and core;CPI rose a more moderate 0.3% in April, but upside surprises in PPI and import prices;has us projecting April core PCE at 0.26% m/m, leaving the year-ago rate unchanged。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文共 12 页。

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本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了GDP、CPI、PPI等议题。

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