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JPM_US Market Intell Afternoon Briefing_20260325

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US Federal Reserve and commodities

The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
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MS- U.S. Data Pulse PCE inflation- We forecast February core PCE at 0.38

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Why High Yield Now?

We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
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UBS China & HK Property_ Assessing the impact of a potentially protracted Middle East conflict

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GS Americas Consumer Staples_ NielsenIQ First Take_ L4wk trends improve relative to last month

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HSBC China Real Estate_ March sales_ Resilient, despite a high base

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GS Japan Banks_ April mortgage_deposit rates_ Mortgage rates rise reflecting December rate hike, deposit rates relatively stable

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MS_AlphaWise US Consumer Pulse Survey Wave 58_20241007

Consumers May Start Spending Earlier This Holiday Season. With
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GS TMT SPEC SALES_ UMG activist proposal; Middle East deadline; ASML Geopolitics; Samsung beats; Anthropic run rate accelerates; Netflix to BUY

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