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JPMorgan Econ FI-Macro and market questions by the dozen Have we reached peak...-115368644

2025-05管理咨询29

Strategic Research Have we reached peak Trump? The announcement that the US and China have both agreed to reduce tariffs by

报告摘要

Strategic Research Have we reached peak Trump? The announcement that the US and China have both agreed to reduce tariffs by

核心要点

  1. 12 May 2025
  2. 1. Will Trumponomics result in stagflation or recession?
  3. 2. Is Fed independence at risk and where will US term premium settle?
  4. 3. What is driving USD weakness and is a Mar-a-Lago Accord feasible?
  5. 5. What is the outlook for US fiscal debt and budget reconciliation?
  6. 12. Will rate normalization continue to advance in Japan?
  7. 2025 IMF/World Bank Spring Meet

报告信息

文件全名
JPMorgan Econ FI-Macro and market questions by the dozen Have we reached peak...-115368644.pdf
适合读者
战略规划行业研究员
核心数据
  1. 115% each for the next 90 days has led many to ask whether the first 100 days
  2. Geneva, US reciprocal tariffs on Chinese imports will fall to 30% from 145%, while
  3. Chinese tariffs on US imports will fall to 10% from 125%. It remains to be seen where
核心议题
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常见问题

《JPMorgan Econ FI-Macro and market questions by the dozen Have we reached peak...-115368644》主要包含哪些内容?

Strategic Research Have we reached peak Trump? The announcement that the US and China have both agreed to reduce tariffs by核心数据:115% each for the next 90 days has led many to ask whether the first 100 days;Geneva, US reciprocal tariffs on Chinese imports will fall to 30% from 145%, while;Chinese tariffs on US imports will fall to 10% from 125%. It remains to be seen where。

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