Source: https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/eotm/outlook-2024.pdf
Some macro notes
- Real rates in the US
- US regional mall stress
- US nominal vs real disposable income growth
- China housing
Source: https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/eotm/outlook-2024.pdf
Some macro notes