JPMorgan Econ FI-US Fixed Income Overview High for longer-108620704

2024-06宏观经济13免费

📄 文件全名: 《JPMorgan Econ FI-US Fixed Income Overview High for longer-108620704.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: average hourly earning rose 0.4%, and the unemployment rate ticked up to 4.0%. We
firm core reading of 0.33%. We think the 2024 dot will show two cuts for the year, but
we now project 4.40% 10-year yields at YE24. We raise our breakevens forecasts for the
below 5.5% and supply remains active. We revised our 2024 HY default rate forecast
down by 75bp to 2.00% and raised our LL default rate forecast +50bp to 3.75%. We
🏷️ 核心议题: #CPI

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报告摘要

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

📋 核心要点(部分)

07 June 2024

❓ 常见问题

《JPMorgan Econ FI-US Fixed Income Overview High for longer-108620704》主要包含哪些内容?

Phoebe White AC (1-212) 834-3092 phoebe.a.white@jpmorgan.com J.P. Morgan Securities LLC核心数据:average hourly earning rose 0.4%, and the unemployment rate ticked up to 4.0%. We;firm core reading of 0.33%. We think the 2024 dot will show two cuts for the year, but;we now project 4.40% 10-year yields at YE24. We raise our breakevens forecasts for the。

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覆盖 2024 年,全文约 13。

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适合投资人、行业研究员等读者参考。

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重点分析了CPI等议题。