近期精选研究：摩根大通经济学

研报英文原文证据摘录

Bruce Kasman (1-212) 834-5515

JPMorgan Chase Bank NA

Joseph Lupton (1-212) 834-5735

JPMorgan Chase Bank NA

Global Economic Research

JPMORGAN

14 August 2026

Selected Recent Research: J.P. Morgan Economics

The brave old world of industrial policy, 6Aug26

A lean, mean, inventory machine? 6Aug26

The wages of our inflationary sins, 31Jul26

Not a great time for a supply-side experiment, 24Jul26

Super El Niño and oil: double whammy for food prices, 24Jul26

Here we go again: Tariff reset has further to run, 12Jun26

The other 90%: Tracking the non-tech industry recovery, 12Jun26

Philippines: Crude relief to the current account, 10Jul26

Asia: El Niño and food inflation, 2Jul26

Tariffs on Asia: Running to stay in the same place, 2Jul26

Korea: Fiscal implications of the tech windfall, 25Jun26

Australian housing: Shifting gears, 24Jun26

China's AI edge: Buildouts, not moonshots, 12Jun26

Australia: Data center boom in perspective, 5Jun26

Australian housing: Grinding gears, 29May26

Asian remittances: It’s (still) coming home, 22May26

United States and Canada

Latin America

US: CPI-PCE core gap will narrow but not normalize, 6Aug26

US: AI and the labor share, 4Aug26

US: The return of Tariff Man, 24Jul26

US: About the money, 24Jul26

US: The AI lift to inflation in hardware and software, 18Jun26

USMCA: It’s no longer July, 5Jun26

South America: Reform-driven capex and growth, 31Jul26

Mexico midyear outlook: Winding road is still uphill, 24Jul26

It’s gonna take time: 2026 Mid-Year Brazil Economic Outlook, 13Jul26

Brazil and El Niño: Jackie, I can’t control the weather, 10Jul26

Colombia: Remittances as a consumption anchor, 10Jul26

Mexico: El Niño - Wild mood swings in the making, 2Jul26

Argentina 2H26: Bolstering shields for the 2027 test, 2Jul26

Andeans 2H26: Political reset meets constraints, 2Jul26

Brazil: Potential effects of a shorter workweek on the CPI, 18Jun26

Colombia: Measuring fiscal (un)sustainability, 12Jun26

USMCA: It’s no longer July, 5Jun26

Argentina: Local and FX credit, a two-speed recovery, 5Jun26

Brazil: A timelier measure of consumption, 22May26

Andeans: “Kraken” El-Nino risk rises, 22May26

Mexico: Not all keys unlock investment, 15May26

Global

Western Europe

…