Selected Recent Research: J.P. Morgan Economics

研报英文原文证据摘录

Selected Recent Research: J.P. Morgan Economics

y, 5Jun26

Germany: A chance to shake off some negativity, 26Jun26 Brazil: A timelier measure of consumption, 22May26

ECB: Case for another hike in a “mild” scenario, 18Jun26 Andeans: “Kraken” El-Nino risk rises, 22May26

UK: Large Labour bounce needed for an early election, 18Jun26 Mexico: Not all keys unlock investment, 14May26

Euro area: Resilient growth, sticky inflation pre-conflict, 12Jun26

Euro area: Firmer corporate pricing signal, 29May26

Germany: Resetting the debt brake for the long-term, 29May26 Special Reports and Global Issues

BoE: Still vacillating over higher rates, 22May26 It’s gonna take time: 2026 Mid-Year Brazil Economic Outlook, 13Jul26

Germany: Spending steps up, political tension builds, 15May26 China: Soft Growth Amid Mounting Structural Challenges, 3Jul26

Euro area: Energy prices to lift core inflation by 0.3%-pt, 8May26 High-pressure winds on a delicate balance: 2026 Mid-Year Japan Outlook,

1Jul26

Central Europe, Middle East, and Africa A cyclical state of mind: 2026 Mid-Year Global Economic Outlook, 25Jun26

The Plastic Pulse: Tracking consumers with Chase card data, 8Apr26

CE3 CPI 2nd round impact: No smoke, no fire?, 2Jul26 Japan Special Report: No Market is an Island, 24Feb26

Türkiye: Fiscal cost of the Middle East conflict, 12Jun26 Ten questions about China in 2026, 19Jan26

UAE: In the peg we trust, 29May26 ASEAN Economic Outlook 2026: Constructive, not complacent, 18Dec25

Hungary: Precedents and paths to Euro adoption, 14May26 Canada Economic Outlook 2026, 15Dec25

Romania: Assessing budget and EU funds risks, 14May26 EM Economic Outlook 2026: Domestic differences to dominate, 9Dec25

South Africa: New ‘fuel’ for food inflation, 1May26 Korea 2026 Economic Outlook: Cautious optimism, 9Dec25