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G10 Consumer Dashboard: July 2024: Subdued Spending Despite Solid Fundamentals (Pierdomenico)
On the positive side, consumers continue to benefit from generally tight labormarkets in all economies. Since we last published the dashboard, the
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2024年07月31日
The message of a bond market
It is almost comical. Just as Wall Street and mainstream media became convinced that Donald Trump is the next US president, Joe Biden’s withdrawal and the sudden rush to gather around Vice President Kamala Harris
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2024年07月31日
FOMC preview
We and consensus expect no policy changes at the conclusion of next week’s FOMC meeting. Instead, the more interesting development will be any tweaks to
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2024年07月31日
Argentina Oil & Gas Model Update
See page 14 for analyst certification and important disclosures, including non-US analyst disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be
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2024年07月31日
First Takes (CZR, MDLZ, SBUX), 4 Areas In Focus Today
QUICK TAKE:Likely to trade up on better than expected results in Las Vegas & Digital while Regionalsfell a bit short but not too far from where we heard recent buyside expectations, Positioning and sentimenthave been negative and expectations were low,
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2024年07月31日
Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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2024年07月31日
JPY: BoJ – still buy the rumour sell the fact?
Asia overnightInvestors are taking some risk off the table ahead of a very busy few days of central
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2024年07月31日
Midday Market Intelligence: idiosyncratic
...drivers of the marketApproximately 40% of the S&P 500 is expected to report this week across allsectors making it the biggest and perhaps one of the most important weeks of
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2024年07月31日
Mind the Sequencing; Adjustment Still on Track
Policy makers seem to be preparing the ground for a future FX unification. Although FX reserve accumulation will likely stall in
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2024年07月31日
From the Global Director of Research | North America
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年07月31日
