J.P. Morgan SELL

JPM US Market Intell Afternoon Briefing 28.07

Jul 29, 202616 pages

From the report报告摘录Fed Decision Catalyst: Fed likely holds rates with ≥2 hawkish dissents; 50% probability of hawkish hold (SPX moves 25bp–50bp), 30% hike probability driven by near-trend GDP and stable inflation.

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