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Euro Area: German Headline Inflation Beats Expectations

BOTTOM LINE: German headline HICP inflation was 2.60%yoy in July, in line withour tracking forecast and above consensus expectations of 2.5%yoy, up from
海外研报

Euro Area: Q2 GDP Above Consensus But Germany Slows Down

BOTTOM LINE: According to Eurostat’s preliminary flash estimate, Euro area realGDP increased 0.3%qoq in Q2 2024, above consensus expectations for a 0.2%qoq
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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
海外研报

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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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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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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First Take: AMD, ANET, MSFT

Company posted a strong 3Q - backed by record Data Center revenues ($2.8b v, cons $2.75b) and strength in Clien($1.5b v, cons $1.43b). Positioning here was light, as it remains of the most controversial names in semis; after thepain of the past two
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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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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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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