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

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

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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

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