JPMorgan Econ FI-Treasuries Is this it-109198024

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📄 文件全名

《JPMorgan Econ FI-Treasuries Is this it-109198024.pdf》

🎯 适合读者

投资人行业研究员

📊 核心数据

1. 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
2. 4.15% to reflect an earlier onset to easing
3. 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
4. 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

#CPI