J.P. 摩根-全球宏观策略之全球宏观数据观察-2021.3.19-94页

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J.P. 摩根-全球宏观策略之全球宏观数据观察-2021.3.19-94页

# 宏观 # 策略 # 投行报告大小：1.54M | 页数：94 | 上架时间：2021-03-25 | 语言：英文

J.P. 摩根-全球宏观策略之全球宏观数据观察-2021.3.19-94页.pdf

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J.P. 摩根-全球宏观策略之全球宏观数据观察-2021.3.19-94页.pdf

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类型: 宏观

上传者: ghq.sjz

撰写机构: J.P. 摩根

出版日期: 2021-03-19

摘要：

Divergence has been the hallmark of the current quarter. While this week’s reports highlight a sharp decline in global retail spending, factory output and goods trade continue to expand at a robust pace (Figure 1). COVID-19 dynamics have also diverged with positive news on case counts and the rollout of vaccinations in the US and UK contrasting with rising concerns in continental Europe and a number of EM economies. On inflation, we see pressure in commodities and core goods prices that contrasts with still-depressed service price inflation.

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