海外研报

Stable fundamentals but shifting priorities

What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n

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 a result, investors should be

MS - The White House and the Dollar

Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration

GS--Americas Construction: Building Products: AHRI — July Read-Throughs

decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew