J.P. Morgan SELL

JPM US Market Intelligence | Morning Briefing: Futs higher; APAC Tech improves; US Retail returns; CPI post mortem; Stay Bullish

Aug 13, 202616 pages页

From the report报告摘录CPI/PPI Anchoring & Fed Shift: Headline CPI +0.1% MoM (core +0.2%), 3mo core run rate down to 1.64% (below 2% threshold), capping USD volatility; FOMC hold probability drops to 39% (from 48%), Sept rate hike pricing…

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