U.S. FIRST TO MARKET

研报英文原文证据摘录

U.S. FIRST TO MARKET

Ken Goldman AC North America Equity Research

(1-212) 622-0359 25 June 2026 J P M O R G A N

ken.goldman@jpmorgan.com

Upcoming U.S. Economics Releases

Link to Economics Calendar on J.P. Morgan Markets Abiel Reinhart abiel.reinhart@jpmchase.com (1-617) 712 9122

Monday Tuesday Wednesday Thursday Friday

22 Jun 23 Jun 24 Jun 25 Jun 26 Jun

Manufacturing PMI(9:45am) Jun flash Current account(8:30am) 1Q Durable goods prelim(8:30am) May - Advance economic indicators(8:30am)

54.5 New home sales(10:00am) May 630,000 3.6% May -$85.0bn

Services PMI(9:45am) Jun flash 51.0 Auction 2-year FRN (r) $28bn Auction 5- Ex. transportation 0.5% Wholesale inventories 0.7%

Richmond Fed survey(10:00am) Jun year note $70bn Real GDP(8:30am) 1Q final 1.6% Retail inventories 0.6% Consumer

Auction 2-year note $69bn Initial claims(8:30am) w/e Jun 20 220,000 sentiment(10:00am) Jun final 50.0

Personal income(8:30am) May 0.3%

Real consumption 0.1%

Core PCE deflator 0.31% (3.4%)

KC Fed survey(11:00am) Jun

Auction 7-year note $44bn

New York Fed President Williams

speaks(3:40pm)

Chicago Fed President Goolsbee

speaks(6:30pm)

During the week: Richmond Fed President Barkin speaks (28 Jun)

29 Jun 30 Jun 1 Jul 2 Jul 3 Jul

Dallas Fed manufacturing(10:30am) Jun FHFA HPI(9:00am) ADP employment(8:15am) Jun Employment(8:30am) Jun Independence Day, Markets closed

Apr Manufacturing PMI(9:45am) Jun final Initial claims(8:30am) w/e Jun 27

S&P/Case-Shiller HPI(9:00am) Apr Construction spending(10:00am) May Durable goods(10:00am) May

JOLTS(10:00am) ISM manufacturing(10:00am) Jun Factory orders(10:00am) May

May Light vehicle sales Announce 30-year bond (r) $22bn

Consumer confidence(10:00am) Jun Jun Announce 3-year note $58bn Announce 10-

Fed Chair Warsh speaks(9:30am) year note (r) $39bn