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JPMNEUTRALBEARISHCore thesis · 5/5

JPMorgan abandons Goldilocks scenario on growth shock

The podcast host argues that JPMorgan's removal of the 'Goldilocks' economic narrative signals that hidden, underlying labor market weakness is accelerating into a negative growth shock.

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JPM: JPMorgan abandons Goldilocks scenario on growth shock · Zortix