Global Macro Outlook and Strategy presentation_2nd December 2024
Dezan Shira & Associates·2024-12-05 02:58
Global Macro Research December 2nd, 2024 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets | Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See end pages for analyst certification and important disclosures, including investment banking relationships. .JPI Overall summary US Rates We project 100bp of further easing by 3Q25 with the Fed funds rate target range troughing at 3.5-3.75%, which supports lower yields and steeper curves ...