{
  "docId": "019dd923-5e88-73ef-bd5a-f629685924ab",
  "docSlug": "99a74719c7b54a1b",
  "documentTitle": "karen ward isfw",
  "authorId": "JPMorgan",
  "authorName": "J.P. Morgan Asset Management",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 3,
  "pageCount": 13,
  "prevPage": 2,
  "nextPage": 4,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 3,
  "notes": "The chart highlights the significant dip in 2020 and subsequent recovery, with most regions currently hovering around or above the 50-point expansion threshold.",
  "elementsJson": [
    "headline_text",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5a-f629685924ab/3",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5a-f629685924ab",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-f629685924ab.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-f629685924ab#slide-3",
  "components": [
    {
      "bbox": {
        "h": 0.65,
        "w": 0.9,
        "x": 0.06,
        "y": 0.175
      },
      "kind": "chart",
      "text": "Composite Purchasing Managers' Index (PMI)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4fb2419a-0dc5-43f0-82b5-a078b47f1e3e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Composite PMI",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-28a9-71be-807b-57b9bf0b8f31",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.7,
        "x": 0.06,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Source: S&P Global, J.P. Morgan Asset Management. A score of 50 indicates that economic activity is neither expanding nor contracting, above 50 indicates expansion. Guide to the Markets - UK. Data as of 31 May 2023.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fa5d4944-ac63-4e57-9e74-6bde79f82b7b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.45,
        "x": 0.06,
        "y": 0.09
      },
      "kind": "title",
      "text": "Economies are proving remarkably resilient",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "09af6ae9-111a-40a8-ace4-9d1c1a87f8c3",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Data Story Arc",
      "slug": "data-story-arc",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019de942-6add-719b-9068-dc58057444f5",
      "evidence": "Loop opens with context-setting data slide",
      "confidence": 65
    },
    {
      "name": "Inductive Reasoning",
      "slug": "inductive-reasoning",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019de942-6abb-76d3-8dc0-d09cd9dbdb15",
      "evidence": "First piece of evidence in loop building toward pause conclusion",
      "confidence": 70
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de942-6a33-718e-a8a5-46bdd055cd8d",
      "evidence": "Title 'Economies are proving remarkably resilient' states insight, not topic",
      "confidence": 92
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de942-6a99-735e-be83-2e2cb0561a6f",
      "evidence": "Dashed 50 line annotates the expansion/contraction threshold",
      "confidence": 70
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de942-6a78-779d-9533-9406133c3b12",
      "evidence": "Multi-line chart with 50-threshold dashed line fits PMI comparison",
      "confidence": 75
    },
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de942-6a55-767f-95f0-ab6a891f7ba0",
      "evidence": "Title answers what the PMI data means for the audience",
      "confidence": 85
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 3,
      "from": 1,
      "beatId": "019de942-6834-757b-b966-a53146957816",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": null,
      "evidence": "Cover, Big themes framing, 'Economies remarkably resilient' on p3",
      "position": 1,
      "confidence": 78,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 7,
      "from": 3,
      "beatId": "019de942-6901-74a8-a234-0b66d3272422",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": null,
      "evidence": "Five chart slides on PMI, credit, inflation, core, rates",
      "position": 1,
      "confidence": 62,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 7,
      "from": 3,
      "name": "So What Cascade",
      "slug": "41-so-what-cascade",
      "bestFor": "Data presentations, executive summaries, driving to recommendations",
      "matchId": "019de942-6968-7138-a84d-fbaf8c8c5560",
      "evidence": "Each action title states an insight; sequence resilient->credit risk->headline cooling->core sticky->pause builds a chained so-what argument",
      "position": 1,
      "objective": "Cascade from macro data to the 'rate pause' conclusion",
      "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)",
      "confidence": 72,
      "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}