EU Consumer Sector Specialist Commentary

J.P. Morgan's daily update highlights the launch of a US Macro Thematics series focusing on AI and geopolitics, and previews upcoming July strategic updates for Sodexo.

Key Takeaways

• 1.J.P. Morgan has launched a new US Macro Thematics series, focusing on macro dynamics within the structural AI buildout.
• 2.A potential 60-day US-Iran ceasefire and Strait reopening is becoming a central macro variable, pressuring oil prices and supporting disinflation.
• 3.Sodexo faces a critical July with Q3 results and a strategic update where the new CEO must establish credibility for FY27 targets.

Table of Contents

• Main Highlights for Today
• In details
• Away from Us
• EU Consumer Research
• Investor Access
• Calendar Ahead
• J.P. Morgan Global Consumer Research
• J.P. Morgan Macro & Strategy Research
• J.P. Morgan Consumer Contacts
• Disclaimers

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