海外研报

THE UNITED STATES ECONOMIC MONITOR

We look for a decline in initial claims to 235K, from 249K, as the boost from Hurricane Beryl wears off...

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying

Equity Strategy

See the end pages of this presentation for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As

How concerning are the macro data?

Market concerns building over US data…The rapid market moves in recent days have had many catalysts, from moves in

Global Strategy Weekly

What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:

High Inflation Print in July Driven by Higher Electricity Tariffs and Cyberday Sales Price Rebound

Bottom Line: Consumer prices increased by a high 0.7% mom in July, slightlyabove consensus expectations for a 0.6% mom increase. Under the new CPI

Midday Market Intelligence: data

pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims

MPC Cuts Policy Rate by 25bp to 10.75% in a Split 3-2 Decision

Bottom Line: The MPC cut the policy rate by 25bp to 10.75% in a split 3-2 decision.Directors Irene Espinosa and Jonathan Heath dissented in favor of holding the policy

Goldman's Top Engineer on What the Bank ls ReallyDoing With A

There's a lot of hype around generative AI and many people haveinterfaced with ChatGpT, Claude, or Gemini at this point, It's fun toask these large language models to come up with a

Higher Than Expected Jul Inflation Driven by Non-Core

Bottom Line: The July CPI printed slightly above expectations, driven chiefly bynon-core perishable food and regulated prices. Headline inflation printed at 1.05% in