J.P. Morgan Asset Management · consulting-deck
guide to the markets au
81 pages · 3 arc beats · 0 loops
guide to the markets au
J.P. Morgan Asset Management arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
1510152025303540455055606570758081
Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 85 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 16 hits — 0/4 slides
— 0/4 slides
— 0/4 slides
100% 4/4 slides — 0/4 slides
Evidence 76 slides 100% 76/76 slides 100% 76/76 slides · 413 hits — 0/76 slides
52.6% 40/76 slides 1.3% 1/76 slides 100% 76/76 slides · 80 hits — 0/76 slides
Reflection 5 slides 100% 5/5 slides 100% 5/5 slides · 26 hits — 0/5 slides
20% 1/5 slides — 0/5 slides
100% 5/5 slides · 9 hits — 0/5 slides
Slide inventory
81 every slide · same image gating as the playbook
02
The slide uses a geographic map as a background to visualize the global distribution of the team.other
Open slide detailBeat · Setup
03
This is a standard J.P. Morgan Asset Management 'Guide to the Markets' (GTM) index page.front_matter
Open slide detailBeat · Setup
04
The chart includes a line representing total Real GDP growth and a table showing quarterly GDP growth rates for 2025.analyze_data
Open slide detailBeat · Setup
05
The slide includes a line chart for historical CPI and a stacked bar chart for recent inflation components.analyze_data
Open slide detailBeat · Evidence
06
The right chart uses Z-scores and an inverted scale for unemployment.analyze_data
Open slide detailBeat · Evidence
07
The slide uses stacked bar charts to decompose income growth and spending components over time.analyze_data
Open slide detailBeat · Evidence
08
The slide uses two line charts to correlate economic sentiment with credit expansion.analyze_data
Open slide detailBeat · Evidence
09
The charts use dual axes to compare macroeconomic indicators over time.analyze_data
Open slide detailBeat · Evidence
10
The slide uses dual-axis charts to compare different metrics of real estate performance over time.analyze_data
Open slide detailBeat · Evidence
11
The charts use advanced indicators (4 months and 6 months) to show leading relationships.analyze_data
Open slide detailBeat · Evidence
12
The slide uses two distinct chart types: a multi-line chart for exports and a combination bar/line chart for the current account.analyze_data
Open slide detailBeat · Evidence
13
The slide uses a combination of bar charts for budget surplus/deficit and a dual-axis line/bar chart for gross debt.analyze_data
Open slide detailBeat · Evidence
14
The chart uses a color-coded legend to represent different quarters. China shows significantly higher growth rates compared to the other regions.analyze_data
Open slide detailBeat · Evidence
15
The chart tracks economic performance relative to market expectations across four major regions.analyze_data
Open slide detailBeat · Evidence
16
The heatmap uses color to represent PMI values relative to 50, with green indicating expansion and red indicating contraction.analyze_data
Open slide detailBeat · Evidence
17
The heatmap uses color intensity to represent PMI values relative to the 50-point threshold.analyze_data
Open slide detailBeat · Evidence
18
Colours are based on z-score of year-over-year inflation relative to each country's own 10-year history.analyze_data
Open slide detailBeat · Evidence
19
Includes historical data and IMF forecasts for government debt and fixed capital formation.analyze_data
Open slide detailBeat · Evidence
21
Includes a table of monthly tariff revenue, imports, and effective tariff rates from Mar '25 to Feb '26.analyze_data
Open slide detailBeat · Evidence
22
The slide uses a stacked bar chart for GDP components and a line chart for inflation trends.analyze_data
Open slide detailBeat · Evidence
23
The slide uses dual-axis charts to compare labor market indicators. Data source: BLS, FactSet, J.P. Morgan Asset Management.analyze_data
Open slide detailBeat · Evidence
25
The slide uses a stacked bar chart for GDP components and a line chart for inflation metrics.analyze_data
Open slide detailBeat · Evidence
26
The slide contains two line charts tracking economic indicators over time.analyze_data
Open slide detailBeat · Evidence
27
The slide uses a stacked bar chart for GDP components and a line chart for inflation metrics.analyze_data
Open slide detailBeat · Evidence
28
The slide uses a dual-axis approach for the right chart (Wage growth vs Consumption).analyze_data
Open slide detailBeat · Evidence
29
The slide uses a J.P. Morgan 'Guide to the Markets' template.analyze_data
Open slide detailBeat · Evidence
30
The slide uses two line charts to compare different economic sectors in China over time.analyze_data
Open slide detailBeat · Evidence
31
The slide uses a line chart for interest rates and a stacked bar chart for credit impulse components.analyze_data
Open slide detailBeat · Evidence
32
The table uses color-coding to represent different asset classes/regions. Includes 10-year annualized return and volatility metrics.analyze_data
Open slide detailBeat · Evidence
33
The slide uses a stacked bar chart for return decomposition and a range/point chart for valuation metrics.analyze_data
Open slide detailBeat · Evidence
34
The slide uses a grouped bar chart for annual growth and a multi-line chart for trend analysis.analyze_data
Open slide detailBeat · Evidence
35
The slide uses a dual-axis line chart for historical performance and a horizontal bar chart for sector correlations.analyze_data
Open slide detailBeat · Evidence
36
The slide uses two distinct chart types to compare performance (bar) and valuation (line) metrics over time.compare_options
Open slide detailBeat · Evidence
37
The chart displays a shaded area representing the spread between the 20th and 80th percentile of forward P/E ratios, with a green line representing the median Panalyze_data
Open slide detailBeat · Evidence
38
The chart tracks the ASX 200 forward P/E ratio from 2006 to 2026, highlighting the current valuation relative to historical averages.analyze_data
Open slide detailBeat · Evidence
39
The slide uses two distinct chart types: a grouped bar chart with markers for earnings growth and a range-based bar chart for valuations.analyze_data
Open slide detailBeat · Evidence
41
The slide uses a combination of bar charts and range plots to visualize financial metrics across sectors.analyze_data
Open slide detailBeat · Evidence
42
Data as of 31 March 2026. Top 10 companies identified as MSFT, AAPL, NVDA, AMZN, META, GOOG, BRK.B, GOOG, JPM, AVGO, TSLA.analyze_data
Open slide detailBeat · Evidence
43
Includes a comparison between total S&P 500 and S&P 500 ex-tech.analyze_data
Open slide detailBeat · Evidence
44
The slide uses a dual-axis chart for capex (bar/line) and a scatter plot for model performance/cost efficiency.analyze_data
Open slide detailBeat · Evidence
45
The right chart illustrates the rapid advancement of AI agent capabilities over time, showing a clear trend of increasing task complexity/length.analyze_data
Open slide detailBeat · Evidence
46
The slide uses a dual-chart layout to compare growth projections (left) and valuation ranges (right) across various sectors.analyze_data
Open slide detailBeat · Evidence
47
The slide uses a line chart for performance trends and a bar chart with diamond markers for valuation premiums/discounts.analyze_data
Open slide detailBeat · Evidence
48
The slide uses a dual-chart layout to contrast forward-looking earnings growth estimates (2025/2026) with historical valuation ranges (15-year).analyze_data
Open slide detailBeat · Evidence
49
The slide uses a dual-axis line chart for market performance and a stacked bar chart for buyback activity.analyze_data
Open slide detailBeat · Evidence
50
The slide uses a time-series line chart for historical P/B ratios and a scatter plot to show the inverse relationship between current P/B and future returns.analyze_data
Open slide detailBeat · Evidence
51
The chart on the right uses an inverted axis for the USD REER.analyze_data
Open slide detailBeat · Evidence
52
The table uses a color-coded heatmap to represent performance intensity. Includes a detailed source and methodology footnote.analyze_data
Open slide detailBeat · Evidence
53
The slide uses a line chart for historical yields and a scatter plot for return correlation, highlighting the 'Current yield' as a vertical reference line.analyze_data
Open slide detailBeat · Evidence
54
The slide displays two line charts: one comparing 10-year less 2-year government bond yields for Australia and the U.S., and another showing the U.S. term premianalyze_data
Open slide detailBeat · Evidence
55
The slide uses area charts for yield composition and line charts for inflation expectations.analyze_data
Open slide detailBeat · Evidence
56
The slide uses two line charts to contrast past interest rate cycles with future market expectations.analyze_data
Open slide detailBeat · Evidence
57
The chart uses a grouped bar chart format with overlaid markers for historical maximums.analyze_data
Open slide detailBeat · Evidence
58
The chart uses a grouped bar structure to compare three scenarios (1% fall, no change, 1% rise) for each asset class.analyze_data
Open slide detailBeat · Evidence
59
The slide uses two distinct chart types to illustrate currency hedging impacts: a bar-dot combo chart for costs and a stacked bar chart for yields.analyze_data
Open slide detailBeat · Evidence
60
The chart uses a floating bar representation to show the 10-year range, with a blue line for the 10-year average and a blue diamond for the current spread.analyze_data
Open slide detailBeat · Evidence
61
J.P. Morgan Guide to the Markets - Australia slide 61.analyze_data
Open slide detailBeat · Evidence
62
The chart tracks three metrics: High yield default rate, Levered loan default rate, and High yield spread.analyze_data
Open slide detailBeat · Evidence
63
The slide uses two charts: a line chart for historical yield trends and a bar chart for current real yields by country.analyze_data
Open slide detailBeat · Evidence
64
The slide uses a line chart for price history and a stacked bar chart for production/export volumes.analyze_data
Open slide detailBeat · Evidence
65
The slide compares long-term price trends with year-over-year monthly production data.analyze_data
Open slide detailBeat · Evidence
66
Part of the J.P. Morgan Guide to the Markets - Australia series.analyze_data
Open slide detailBeat · Evidence
67
The slide uses dual-axis line charts to illustrate macroeconomic correlations affecting the AUD.analyze_data
Open slide detailBeat · Evidence
68
The slide uses a bar chart for YTD currency performance and a dual-axis line chart for historical correlation.analyze_data
Open slide detailBeat · Evidence
69
The chart uses a dual-axis approach to compare two different volatility indices (VIX on the left, MOVE on the right).analyze_data
Open slide detailBeat · Evidence
70
The chart uses a bubble plot to visualize three dimensions of data: correlation (x-axis), return (y-axis), and yield (bubble size).analyze_data
Open slide detailBeat · Evidence
71
The slide uses a color-coded grid to represent different asset classes (e.g., DM equity, EM equity, Aus. equity, REITs, Global FI, Aus. FI, Cash, Portfolio).analyze_data
Open slide detailBeat · Evidence
72
The chart illustrates that despite significant intra-year volatility, annual returns are frequently positive.analyze_data
Open slide detailBeat · Evidence
73
The chart uses a stacked bar format to show equity (grey) and bond (purple) contributions, with a diamond marker indicating the total annual return.analyze_data
Open slide detailBeat · Evidence
74
The chart illustrates the shifting relationship between stocks and bonds, highlighting periods of positive and negative correlation.analyze_data
Open slide detailBeat · Evidence
75
J.P. Morgan Asset Management Guide to the Markets - Australia.illustrate_case
Open slide detailBeat · Evidence
76
The chart demonstrates the principle of time diversification, showing that volatility decreases over longer holding periods.analyze_data
Open slide detailBeat · Evidence
77
The chart highlights longevity risk for retirement planning, specifically showing that couples have a significantly higher probability of at least one person lianalyze_data
Open slide detailBeat · Evidence
78
This is a standard disclosure/appendix slide providing technical definitions for indices mentioned elsewhere in the presentation.appendix
Open slide detailBeat · Evidence
79
Includes specific disclaimers regarding index methodology and a note on November 2008 market neutral returns related to the Madoff scandal.summarize
Open slide detailBeat · Evidence