JPMorgan Econ FI-US Fixed Income Overview Turn and face the strange-115461200

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

16 May 2025

报告信息

文件全名: 《JPMorgan Econ FI-US Fixed Income Overview Turn and face the strange-115461200.pdf》
适合读者: 投资人行业研究员
核心数据: previous tariff hikes with a 10% universal tariff rate. We have pushed back the timing
further three sequential cuts, taking the funds rate target range to 3.25-3.5% by 2Q26
reaching 4.35% by year-end, up from 4.00% previously. We remain neutral on duration
a static basis, the announcements reduce the average effective tariff rate from around 24%
to around 13%. We now project real GDP growth for this year at 0.6% (4Q/4Q), up from
核心议题: GDPPMI

常见问题

《JPMorgan Econ FI-US Fixed Income Overview Turn and face the strange-115461200》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:previous tariff hikes with a 10% universal tariff rate. We have pushed back the timing;further three sequential cuts, taking the funds rate target range to 3.25-3.5% by 2Q26;reaching 4.35% by year-end, up from 4.00% previously. We remain neutral on duration。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 13。

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这份报告适合哪些读者?

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GDP、PMI等议题。