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中文 JP Morgan Highlighted Research US Macro & Market Call Replay and Key Ideas 3.28
中文 JP Morgan Highlighted Research US Macro & Market Call Replay and Key Ideas 3.28
中文 JP Morgan Highlighted Research US Macro & Market Call Replay and Key Ideas 3.28
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Ac (1-212) 270-
6000 global.research@
jpmresearchmail.com
: (2024 3 27 )
(1-
212)648-2948 samantha.
m.azzarello@jpmorgan.
com
Gabrielle Jabre (1-212)
622-0845 gabrielle.jbr@
:
jpmorgan.com
Jay Barry
Michael Feroli
Dubravko Lakos-Bujas
www.jpmorganmarkets.com
28 March 2024
- :
:Feroli :
( ) GDP 0.5% 1.5%
I
1 2 2
1 2 1
3.9% 3.8% :
CPI ( )
1 0.8% 2 0.5%
2023
Feroli
:1) ;2)
2
28 March 2024
1: CPI
GDP 3.2% ( )
2 27.5
2 3.9% 0.1%
2 CPI 0.4%
2 1 2
(Jay Barry) 6
10
3
28 March 2024
Dubravko Lakos-Bujas
:
(99.8%ile) ( )
( )
5 LLM /
4
28 March 2024
:
1-2
2024
: 2.5% 2.563%
- 6
- QT
5 (4 10 )
QT 5 1 Barry " QT
MBS "
:
RRP 3000 QT QT
QT
200
MBS 250
MBS 2025
View More
5
28 March 2024
(3 22 |
) : ?(3 15 |
)
6
28 March 2024
:
Lakos-Bujas
:
( Mag7 )
TMT 93.4%
2: 99.8%
Lakos-Bujas : ( AI
) (
)
7
28 March 2024
: ?
: AI (3 10 | Dubravko Lakos-Bujas )
8
28 March 2024
In :
- Mag7
SaaS
-
12
3: SOMA
;%
: Z.1
Immigration
2023 2024
330 :
9
28 March 2024
11
3 ? :
1) QT QT
( ) 2025
2)
3)
V
: (3 19 | Michael Feroli)
10
Global Research AC (1-212) 270-6000 global.research@ ielle Jabre (1-212) 622-0845 gabrielle.jabre@
jpmresearchmail.com jpmorgan.com 2024 3 28
Samantha Azzarello (1-212) 648-2948 samantha.m. Samantha Azzarello
azzarello@jpmorgan.comGabr
: AC ( AC
):(1) ;(2)
KOFIA
( )
: https://www.jpmm.com/research/disclosures 1-800-477-0406
research.disclosure.inquiries@jpmorgan.com
12 http://www.jpmorganmarkets.com
J.P.
MIFID FICC : MIFID J.P. FICC FICC
; ; ; ; ( ); ( ); ( )
J.P. ( )
( ) https://www.jpmorgan.
com/disclosures/cryptoasset-disclosure
: J.P.
https://www.theocc.com/components/docs/riskstoc.pdf http://www.finra.org/sites/default/files/Security_
Futures_Risk_Disclosure_Statement_2018.pdf
(IBORs) :
:https://www.jpmorgan.com/global/disclosures/interbank_offered_rates
: ( J.P. ) ) J.P.
J.P.
11