What do credit spreads versus equities indicate about market conditions?
JPMorgan Says Watch Shift in Correlation Between U.S. Equities, Credit Spreads

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2.
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How might a profit slowdown affect the relationship between credit markets and equities?
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What implications does the divergence between DM and EM currencies have for global economic conditions?
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Discuss the significance of a potential upgrade in China's GDP growth according to JP Morgan's view.
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What factors could lead to a better performance in the global economy in the second half of the year?
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