JPMorgan Econ FI-US Fixed Income Overview A step in the right direction-108279439
2024-05宏观经济12免费
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- 📄 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
- 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
- express this through 12Mx3M/3Mx10Y swap curve flatteners, hedged with 33% risk
- roughly unchanged. We note roughly 55% of high yield/loan maturities through 2026
- 🏷️ 核心议题
- #GDP#CPI#PPI