全球宏观展望与策略-全球利率、大宗商品、货币及新兴市场-Global Macro Outlook and Strategy presentation
2025-07-25 07:15
Global Macro Research July 21st, 2025 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 the end pages of this presentation for analyst certification and important disclosures. {[{xTcfaSlj-ZSQMv-ljRpIM1aFmqNl6BwND7qytf5P1HSyCs_2qviWgA}]} Overall summary US Rates We continue to find value at the front-end, as 1Y1Y OIS rates appear high on a medium-term basis after controlling for ...