JPMorgan Econ FI-US Fixed Income Overview All quiet on the western front-115326655

报告摘要

Phoebe White AC (1-212) 834-3092 phoebe.a.white@jpmorgan.com J.P. Morgan Securities LLC

核心要点

09 May 2025
0.34%

报告信息

文件全名: 《JPMorgan Econ FI-US Fixed Income Overview All quiet on the western front-115326655.pdf》
适合读者: 投资人行业研究员
核心数据: retains the 10% baseline tariff. The Fed left rates unchanged, as expected. We expect the
April CPI report to show a 0.32% increase in the headline index, while core CPI rises
more elevated term premium, and now see 10-year yields reaching a trough of 3.90%
in 1Q26 compared to 3.65% in 4Q25 previously. We remain neutral on breakevens with
autos, though the 10% baseline tariff remains intact. Given the UK only accounted for 2%
核心议题: CPIPPI

常见问题

《JPMorgan Econ FI-US Fixed Income Overview All quiet on the western front-115326655》主要包含哪些内容?

Phoebe White AC (1-212) 834-3092 phoebe.a.white@jpmorgan.com J.P. Morgan Securities LLC核心数据:retains the 10% baseline tariff. The Fed left rates unchanged, as expected. We expect the;April CPI report to show a 0.32% increase in the headline index, while core CPI rises;more elevated term premium, and now see 10-year yields reaching a trough of 3.90%。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 12。

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适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了CPI、PPI等议题。