J.P. Morgan SELL

JPM US Market Intelligence | Morning Briefing: Futs higher with AI Infra boosting Tech; Thoughts into CPI; CPI Scenario Analysis

Aug 12, 202616 pages页

From the report报告摘录CPI Data & Fed Policy Catalyst: Core CPI MoM +0.22% (2.5% YoY) critical for September Fed hike assessment; SPX sensitivity shows >0.30% MoM → 1.5-2.5% decline, <0.15% MoY → 1-2% gain.

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