karen ward isfw

J.P. Morgan Asset Management
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
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The chart highlights the significant dip in 2020 and subsequent recovery, with most regions currently hovering around or above the 50-point expansion threshold.summarize
Open slide detailBeat · Situation & ContextLoop · So What Cascade
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The slide uses dual line charts to show the percentage of banks tightening lending standards for different borrower segments.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · So What Cascade
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The chart illustrates the contribution of different sectors to year-on-year inflation, highlighting the recent decline in total inflation.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · So What Cascade
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The chart shows three distinct time series representing core inflation for the US, Eurozone, and UK.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · So What Cascade
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The chart uses OIS forwards to project future policy rates, suggesting a plateau or decline in rates for most regions except Japan.analyze_data
Open slide detailBeat · Solution & ApproachLoop · So What Cascade
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The chart uses a box-plot style to show valuation ranges since 1990, with current values marked by diamonds.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The chart uses shaded vertical bars to denote NBER-defined recession periods.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The slide uses two bar charts to illustrate the diversification benefits of government bonds in different market conditions.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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summarize
Open slide detailBeat · Impact & Next Steps
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state_next_steps
Open slide detailBeat · Impact & Next Steps
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front_matter