malcolm barr jp morgan

J.P. Morgan
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

22
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · What Is
02
establish_context
Open slide detailBeat · What Is
03
The chart illustrates the volatility of inflation over five decades, highlighting the high inflation periods of the 1970s and early 1980s.establish_context
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
04
Explains the MV=PT equation and its limitations in classical economic theory.present_framework
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
05
The chart highlights the 'long and variable lags' concept in monetary policy, showing how money supply growth (M1) does not move in lockstep with GDP growth.analyze_data
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
06
The slide outlines the 'triangle model' of inflation, which is a standard economic framework.present_framework
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
07
The chart displays a 'spaghetti' plot of multiple ECB inflation forecasts starting from different points in time, all consistently overestimating future inflatianalyze_data
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
08
The chart shows a significant spike in central bank balance sheets post-2010, contextualizing the need for policy innovation like FAIT.establish_context
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
09
analyze_data
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
10
The chart shows a significant drop in the index starting around 2020, indicating slower delivery times.analyze_data
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
11
The chart illustrates the decoupling of goods and services inflation trends starting in 2020.analyze_data
Open slide detailBeat · Industry TrendsLoop · Cost Of Inaction
12
The slide highlights that while the ex-Covid inflation measure remains within historical ranges, it represents a shrinking portion of the total CPI.diagnose
Open slide detailBeat · DiagnosisLoop · Why Now
13
The chart highlights a significant spike in one-year ahead inflation expectations starting around 2021.analyze_data
Open slide detailBeat · What Could BeLoop · Why Now
14
The chart illustrates that despite recent volatility, long-term inflation expectations remain relatively contained.analyze_data
Open slide detailBeat · What Could BeLoop · Why Now
15
The chart compares Germany (blue line) with the Euro area excluding Germany (orange line).analyze_data
Open slide detailBeat · What Could BeLoop · Why Now
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analyze_data
Open slide detailBeat · What Could BeLoop · Why Now
17
The chart uses a shaded area to denote the post-2020 period.establish_context
Open slide detailBeat · What Could BeLoop · Why Now
18
The chart illustrates the divergence between goods and services inflation in the UK over three decades.analyze_data
Open slide detailBeat · What Could BeLoop · Why Now
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summarize
Open slide detailBeat · Key Messages