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Equity Strategy

See the end pages of this presentation for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As
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How concerning are the macro data?

Market concerns building over US data…The rapid market moves in recent days have had many catalysts, from moves in
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Global Strategy Weekly

What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
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High Inflation Print in July Driven by Higher Electricity Tariffs and Cyberday Sales Price Rebound

Bottom Line: Consumer prices increased by a high 0.7% mom in July, slightlyabove consensus expectations for a 0.6% mom increase. Under the new CPI
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Midday Market Intelligence: data

pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims
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MPC Cuts Policy Rate by 25bp to 10.75% in a Split 3-2 Decision

Bottom Line: The MPC cut the policy rate by 25bp to 10.75% in a split 3-2 decision.Directors Irene Espinosa and Jonathan Heath dissented in favor of holding the policy
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Goldman's Top Engineer on What the Bank ls ReallyDoing With A

There's a lot of hype around generative AI and many people haveinterfaced with ChatGpT, Claude, or Gemini at this point, It's fun toask these large language models to come up with a
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Higher Than Expected Jul Inflation Driven by Non-Core

Bottom Line: The July CPI printed slightly above expectations, driven chiefly bynon-core perishable food and regulated prices. Headline inflation printed at 1.05% in
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USA: Initial Claims Decrease More Than Expected

BOTTOM LINE: Initial jobless claims by decreased more than expected in the weekended August 3. The decrease was led by a decline in filings in Michigan, which we
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Eye on Freight: Tracking Trucker Employment

Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
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