JPMorgan Econ FI-TIPS Strategy Trading activity in the inflation swap market-108619507
2024-06宏观经济10免费
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- 📄 文件全名
- 《JPMorgan Econ FI-TIPS Strategy Trading activity in the inflation swap market-108619507.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- We forecast a 0.17% increase in headline CPI and a 0.33% increase in core CPI in May,
- yields to be relatively rangebound over 2H24, with 10-year real yields at 2.10% at yearend, before declining in 1H25
- last 7 years; R2=93%, SE=13.2bp
- nonfarm payrolls rose 272K (consensus: 180K), the unemployment rate ticked up to 4.0%
- (consensus: 3.9%), and average hourly earnings rose 0.4% m/m, or 4.1% oya (consensus:
- 🏷️ 核心议题
- #CPI