海外研报
筛选
Banks & foreign investors buy while CTA demand peaking
Buying aboundsRecent weeks have seen buying flow from CTAs, investment funds, asset managers, banks, and even foreign investors. The bid for duration appears to be quite strong. While
海外研报
2024年09月03日
The Point for Asia Pacific Monday, 02 September 2024
China Banks - Worse-than-expected existing mortgage rate cut incoming; banks w/ high mortgage exposure more vulnerable
海外研报
2024年09月03日
August 2024 Performance Review
August was an incredibly tumultuous month in financial markets, with the VIX index of volatility briefly spiking to levels last seen in March 2020 during the Covid-
海外研报
2024年09月03日
Far-right surges in regional elections, but national implications likely limited
Far-right AfD comes first in Thuringia and second in Saxony. Sunday's election results are historic insofar as it is the first time in post-war Germany
海外研报
2024年09月03日
Mapping Markets: Why it’s too soon to dismiss inflation risk
It might seem unfashionable to talk about inflation risk right now. After all, it’s almost back at target across the major economies and lots of central banks have begun to cut rates.
海外研报
2024年09月03日
Global Economics Wrap-Up: August 29, 2024
July saw continued inflation progress in the US, the UK, and Canada: nOur July sequential trimmed core inflation measures remained soft in the o
海外研报
2024年09月03日
Global equities, up 2.4% in August, are making new highs
Global equities gained 0.3% last week, with Japanoutperforming (Exhibit 1). Equity markets are making newhighs (Exhibit 2) while our bear market indicator is back at
海外研报
2024年09月03日
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 a result, investors should be
海外研报
2024年09月03日
Intel considering strategic options -potential impact
Over the weekend, press articles indicated that Intel is exploring strategic optionsto turn around its business, including scrapping some factories, selling assets aswell as potentially splitting or spinning-ofits Foundry and product/design teams.In
海外研报
2024年09月03日
Long-end better value
For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
海外研报
2024年09月03日