JPM Corp Fin Advisory Corporate Compass Jan 2024

J.P. Morgan
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

5
coverage by narrative range · generated from this deck JSON

Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
summarize
Open slide detailBeat · Attention
03
The slide uses a 'before-after' comparison structure to highlight forecast errors.analyze_data
Open slide detailBeat · Need
04
Includes flags as visual markers for countries; highlights 2004 as a historical reference point for China's import share.analyze_data
Open slide detailBeat · Need
05
Includes a callout box highlighting the crossover point where net interest expense exceeds defense spending.analyze_data
Open slide detailBeat · Need
06
Includes a scatter plot of NTM P/E vs 10yr UST and a bar chart of market cap concentration.analyze_data
Open slide detailBeat · Visualization
07
The slide uses a stacked bar chart to show absolute investment growth and a table to show percentage growth across Capex, R&D, and M&A.analyze_data
Open slide detailBeat · Visualization
08
The slide uses a dual-chart layout: a bar chart for performance and a waterfall chart for fiscal projections.analyze_data
Open slide detailBeat · VisualizationLoop · Cost Of Inaction
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Includes J.P. Morgan branding and detailed source footnotes.analyze_data
Open slide detailBeat · VisualizationLoop · Cost Of Inaction
10
The slide uses two charts to demonstrate the valuation premium for scale (S&P 500 vs 600) and the valuation discount associated with higher leverage.quantify_impact
Open slide detailBeat · Visualization
11
The slide highlights the correlation between rising BBB yields and increased reliance on convertible debt and private credit.analyze_data
Open slide detailBeat · Satisfaction
12
The slide contrasts buyback/dividend totals with the frequency of new dividend initiations over time.analyze_data
Open slide detailBeat · Satisfaction
13
The slide uses a scatter plot to show correlation (R^2=70%) and a bar chart to show quarterly M&A growth.analyze_data
Open slide detailBeat · Satisfaction
14
The slide uses four line charts to show trends in S&P 500 P/E, VIX, 10Y Treasury, IG Spreads, and HY Yields, with callouts for current levels and their historicanalyze_data
Open slide detailBeat · ActionLoop · Why Now
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other
Open slide detailBeat · Action