海外研报

Our Circular Economy Ecosystem Expands in 2024

A broader increase in investment towards efficiency solutions is likely to providetailwinds for Circular Economy adoption and enablement to help decouple growth

How concerning are the macro data?

Market concerns building over US data…The rapid market moves in recent days have had many catalysts, from moves in

Hungary: Headline Inflation Rises Above MNB Target

Bottom Line: Headline inflation rose from +3.7%yoy in June to +4.1%yoy in July,slightly above consensus expectations (+4.0%), the MNB’s forecast (+3.9%yoy) and

India stock rally falters over taxhike plan, governance doubts

HIONA SHIRAIWA and RYOSUKE HANADA, Nikkei staff writersAugust 9,2024 03:54 JSTTOKYO/MUMBAl -- Indian equities are losing ground this month as thegovernment moves to cool

Hawkish policy statement raises food inflation concerns

The RBI MPC voted 4:2 to keep the policy repo rate unchanged at 6.50% at theAugust meeting, and retained the policy stance of “withdrawal of

Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized

We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward

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

INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8.2024

OVERNIGHT BRIEFUS/EU trade: European Equities were higher (SXXP +1.5%, $X5E +2%). Almost all D1 baskatsrallied over +iz today as mean revarsion picked up momantum from the open after

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying

Retail Radar Who bought the dip today?

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Retail participants were aggressive net sellers today, with much of the