JPMorgan Raises 1H 2022 Global CPI Forecast To 7.1%

The video discusses JP Morgan's aggressive forecast of rate hikes and inflation concerns, highlighting the impact on global GDP and demand. It explores supply-side dynamics, market pricing, and China's economic growth prospects. The discussion also covers global supply chain risks and potential tech investments, emphasizing the importance of sector selection and fiscal stimulus in driving economic growth.

What is JP Morgan's forecast for inflation in the first half of the year?

• 8.0%

• 7.1%

• 6.3%

• 5.5%

What is the expected increase in supply from US ENP producers in 2022?

• 3-4%

• 1-2%

• 4-5%

• 2-3%

What is China's GDP growth target for the year?

• 5.0%

• 4.5%

• 6.0%

• 5.5%

Which sectors are expected to benefit from China's fiscal thrust?

• Consumer Goods and Services

• Industrials, Materials, and Energy

• Technology and Healthcare

• Finance and Real Estate

What trend is being observed in global supply chains?

• Centralization of suppliers

• Expansion of sole source contracts

• Nearshoring and onshoring

• Increased outsourcing

What is the current industry forecast for data center investments in China?

• 2.5 trillion RMB

• 4.5 trillion RMB

• 3.75 trillion RMB

• 3.0 trillion RMB

What is the significance of the 14-day RSI mentioned in the context of tech investments?

• It indicates a strong buy signal

• It is the highest since 1986

• It is the lowest since 1986

• It shows market stability