The House View And Key Charts

This report provides J.P. Morgan's house view on global macro, interest rates, oil, FX, and Japanese equities. It highlights cooling inflation concerns via lower oil tail-risks and a cautious Fed outlook.

Key Takeaways

• 1.Global macro outlook benefits from easing oil tail-risks as Persian Gulf exports improve.
• 2.The Fed is expected to stay on hold this week and remove its implicit easing bias.
• 3.Japan equity strategy focuses on AI-related stocks while broadening out to Financials and select cyclical sectors.

Table of Contents

• Global Macro
• Global Rates Strategy
• Global Oil Strategy
• Global FX Strategy
• Japan EQ Strategy

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