海外研报

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

“When the facts change…”: follow-up on the Fed

In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US

Decompression Creates Opportunities in Asia HY

The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start

Americas Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

All EM Asian markets saw foreign selling this week

Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan

How to Navigate Summer Volatility?

The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where

Assessing Market Volatility | Oil Views | European Banks

Since the US July employment report last Friday (Aug 2), there has been heightenedmarket volatility particularly in the US and Japan, with the latter mainly impacted by