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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
海外研报
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
海外研报
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
海外研报
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
海外研报
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
海外研报
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
Disinflation set to continue, but upside risks are plentiful over the summer
The disinflation in both headline and core inflation has stalled. Negative base effects will likely drag headline inflation to within touching distance of 2% in the autumn, but it will
海外研报
2024年07月31日
TECHNICAL ANALYSIS
2y UST has experienced a steady down move after break below the lower band of its multi-month range. It breached the trend line
海外研报
2024年07月31日
