海外研报
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Powell’s delicate balancing act
Market HighlightsThe Fed sees a two-way risk for its restrictive monetary policy stance. In his semiannual monetary policy testimony to Congress, Fed Chair Powell has acknowledged
海外研报
2024年07月11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
海外研报
2024年07月31日
30y JGB auction preview: Market turbulence liable to weigh on sentiment
・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
海外研报
2024年08月08日
Flows & Liquidity Where have we seen most unwinding?
Momentum-driven investors such as CTAs saw a sharp unwind of long equity positions, short yen and short 10y Bund and JGB positions, while
海外研报
2024年08月12日
The Deflation of Software
Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
海外研报
2024年08月15日
Nomura Quant Insights
Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
海外研报
2024年08月30日
