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Mapping Markets: Why it’s too soon to dismiss inflation risk

It might seem unfashionable to talk about inflation risk right now. After all, it’s almost back at target across the major economies and lots of central banks have begun to cut rates.
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Global Economics Wrap-Up: August 29, 2024

July saw continued inflation progress in the US, the UK, and Canada: nOur July sequential trimmed core inflation measures remained soft in the o
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Global equities, up 2.4% in August, are making new highs

Global equities gained 0.3% last week, with Japanoutperforming (Exhibit 1). Equity markets are making newhighs (Exhibit 2) while our bear market indicator is back at
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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 a result, investors should be
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Intel considering strategic options -potential impact

Over the weekend, press articles indicated that Intel is exploring strategic optionsto turn around its business, including scrapping some factories, selling assets aswell as potentially splitting or spinning-ofits Foundry and product/design teams.In
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Long-end better value

For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
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Market Review & Outlook

Review – A roller-coaster rideIn August, markets experienced a roller-coaster ride. The Fed had
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KEY EVENTS IN THE MONTH AHEAD

After the turmoil at the start of August risk appetite rebounded sharply and we start September with the dollar at weaker levels – the DXY index fell by 2.3% in August as
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More headwinds than tailwinds

Rates: Bunds should face more headwinds than tailwinds over the coming dayswith month-end support out of the way, markets bracing for more supply and the
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ETFs – A New Landscape

Many 'new' ETF products allow more investors to gain exposure to alternative portfolios diversifiers as they shift away from pure 60/40 equity/bond strategies.
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