International Market Intelligence Morning Briefing

J.P. Morgan reports a shift to global macro recovery, highlighting a narrowing AI rally and a broadening investment trend favoring Europe and Japan.

Key Takeaways

• 1.Global macro regime is shifting back to recovery/expansion, particularly in Western Europe.
• 2.The Tech/AI rally is narrowing; AI bottlenecks are outperforming capex spenders.
• 3.Japan announced a ¥370 trillion public-private growth investment plan across 17 strategic fields.

Table of Contents

• AI CAPEX SPENDERS (BLUE) VS AI BOTTLENECKS (WHITE)
• FTSE 100 P/E Multiple Scenarios
• SANAENOMICS PUBLIC AND PRIVATE INVESTMENTS AMOUNTS IN 17 STRATEGIC FIELDS
• IDEA & INSIGHTS – IN BRIEF
• IDEA & INSIGHTS – IN DETAILS
• POSITIONING INTELLIGENCE

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