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1 Mar 2024

Today's report unveiled the largest positive surprise in US personal income since the surge in consumer prices began in 2021

Source: Tavi Costa, Bloomberg

15 Jan 2024

$JPM JP Morgan Chase Q4 FY23.

CEO Jamie Dimon: Deficit spending and supply chain adjustments “may lead inflation to be stickier and rates to be higher than markets expect." • Net revenue +12% Y/Y to $38.6B ($1.2B miss). • Net Income $9.3B. • Non-GAAP EPS: $3.97 ($0.37 beat). • CET1 ratio of 15.0%. • Expect FY24 NII of $90B (+1% Y/Y).

14 Nov 2023

Income & wealth inequality is not just a capitalist country story. Watch Russia and China...

Source: Ruben Mathisen

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