行业研究报告

JPMorgan Econ FI-Short-Term Market Outlook And Strategy Entering a brave new ...-109678930

2024-08宏观经济20 页

Teresa Ho AC (1-212) 834-5087 teresa.c.ho@jpmorgan.com J.P. Morgan Securities LLC

报告摘要

Teresa Ho AC (1-212) 834-5087 teresa.c.ho@jpmorgan.com J.P. Morgan Securities LLC

核心要点

  1. 05 August 2024

报告信息

文件全名
《JPMorgan Econ FI-Short-Term Market Outlook And Strategy Entering a brave new ...-109678930.pdf》
适合读者
投资人行业研究员
核心数据
  1. Following Friday’s weak jobs report, our economist now expects a 50bp cut in September and November, followed by 25bp cuts at every FOMC meeting thereafter to 3% next
  2. Our Treasury strategists now project the 2-year yield and 10-year yield to reach 3.20%
  3. and 3.50%, respectively, by YE24. SOFR and EFFR should end the year at 4.10%
  4. by 52bp to 3.87%, its lowest level in 15 months. Meanwhile, 10-year yields fell by 40bp to
  5. 3.79%, dipping below 4% for the first time since February. In the money markets, the 1m1y
核心议题
CPIPMI

常见问题

《JPMorgan Econ FI-Short-Term Market Outlook And Strategy Entering a brave new ...-109678930》主要包含哪些内容?

Teresa Ho AC (1-212) 834-5087 teresa.c.ho@jpmorgan.com J.P. Morgan Securities LLC核心数据:Following Friday’s weak jobs report, our economist now expects a 50bp cut in September and November, followed by 25bp cuts at every FOMC meeting thereafter to 3% next;Our Treasury strategists now project the 2-year yield and 10-year yield to reach 3.20%;and 3.50%, respectively, by YE24. SOFR and EFFR should end the year at 4.10%。

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覆盖 2024 年,全文共 20 页。

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