JPMorgan Econ FI-Interest Rate Derivatives Should I stay or should I go-107709805

报告摘要

Srini RamaswamyAC (1-415) 315-8117 srini.ramaswamy@jpmorgan.com J.P . Morgan Securities LLC

核心要点

19 April 2024

报告信息

文件全名: 《JPMorgan Econ FI-Interest Rate Derivatives Should I stay or should I go-107709805.pdf》
适合读者: 战略规划行业研究员
核心数据: time before cutting as prices stall, Will take longer to get inflation down to 2% goal, Fed has to recalibrate, Real FF rate is "historically quite high", Tradeoffs between inflation, jobs is harder this year, Housing
Economy is slowing down, but slowing down slowly, Wage growth happening faster than inflation rate, Policy is currently restrictive, on path to 2% target, Not in a hurry to get to 2% inflation, can be patient, Sees
Housing resilience has been a surprise for me, Once inflation heading back to 2%, we can cut rates, Need to be patient until convinced inflation falling, We can wait as long as it takes before cutting rates, Could
Inflation is too high, still have a ways to go to 2%, Still on path to 2%, path will just be slow and bumpy, Won't be in position to reduce rates until end of year, Can keep rates steady as long as labor market holds
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《JPMorgan Econ FI-Interest Rate Derivatives Should I stay or should I go-107709805》主要包含哪些内容?

Srini RamaswamyAC (1-415) 315-8117 srini.ramaswamy@jpmorgan.com J.P . Morgan Securities LLC核心数据:time before cutting as prices stall, Will take longer to get inflation down to 2% goal, Fed has to recalibrate, Real FF rate is "historically quite high", Tradeoffs between inflation, jobs is harder this year, Housing;Economy is slowing down, but slowing down slowly, Wage growth happening faster than inflation rate, Policy is currently restrictive, on path to 2% target, Not in a hurry to get to 2% inflation, can be patient, Sees;Housing resilience has been a surprise for me, Once inflation heading back to 2%, we can cut rates, Need to be patient until convinced inflation falling, We can wait as long as it takes before cutting rates, Could。

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