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Hawkish policy statement raises food inflation concerns

The RBI MPC voted 4:2 to keep the policy repo rate unchanged at 6.50% at theAugust meeting, and retained the policy stance of “withdrawal of
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Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized

We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward
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Equity Strategy

See the end pages of this presentation for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As
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Retail Radar Who bought the dip today?

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Retail participants were aggressive net sellers today, with much of the
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US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024

and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-
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Higher Than Expected Jul Inflation Driven by Non-Core

Bottom Line: The July CPI printed slightly above expectations, driven chiefly bynon-core perishable food and regulated prices. Headline inflation printed at 1.05% in
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MPC Cuts Policy Rate by 25bp to 10.75% in a Split 3-2 Decision

Bottom Line: The MPC cut the policy rate by 25bp to 10.75% in a split 3-2 decision.Directors Irene Espinosa and Jonathan Heath dissented in favor of holding the policy
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Midday Market Intelligence: data

pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims
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THE EUROZONE ECONOMIC MONITOR

German manufacturing output rebounded modestly in June, but likely fell back in July.
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THE UNITED STATES ECONOMIC MONITOR

We look for a decline in initial claims to 235K, from 249K, as the boost from Hurricane Beryl wears off...
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