JPMorgan Econ FI-Treasuries Is this it-109198024
Jay Barry AC (1-212) 834-4951 john.f.barry@jpmorgan.com J.P. Morgan Securities LLC
报告摘要
Jay Barry AC (1-212) 834-4951 john.f.barry@jpmorgan.com J.P. Morgan Securities LLC
核心要点
- 12 July 2024
- 4.15% to reflect an earlier onset to easing
- 2024 min
- 2024 max
- 2024 Avg
- 4.51
- 4.14
- 5.04
报告信息
- 文件全名
- 《JPMorgan Econ FI-Treasuries Is this it-109198024.pdf》
- 适合读者
- 核心数据
- We now forecast the first Fed ease in September (vs. November previously) with a quarterly pace of cuts thereafter. We lower our YE24 2- and 10-year forecasts to 4.30% and
- 4.15% to reflect an earlier onset to easing
- We see RV opportunities in originally-issued 5-year securities in the 2- to 2.5-year sector. We recommend 100:95 weighted 0.625% Jul-26s / 1.25% Dec-26s steepeners, as
- Turning to inflation, core CPI rose 0.06% over the month (consensus: 0.2%), with the longawaited moderation in both tenant’s and owners’ equivalent rent finally appearing, with
- 核心议题
常见问题
《JPMorgan Econ FI-Treasuries Is this it-109198024》主要包含哪些内容?
Jay Barry AC (1-212) 834-4951 john.f.barry@jpmorgan.com J.P. Morgan Securities LLC核心数据:We now forecast the first Fed ease in September (vs. November previously) with a quarterly pace of cuts thereafter. We lower our YE24 2- and 10-year forecasts to 4.30% and;4.15% to reflect an earlier onset to easing;We see RV opportunities in originally-issued 5-year securities in the 2- to 2.5-year sector. We recommend 100:95 weighted 0.625% Jul-26s / 1.25% Dec-26s steepeners, as。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文共 13 页。
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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CPI等议题。
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