海外研报

Barkin Says Fed Has 'Time' to Assess EconomyDetermine Response

Federal Reserve Bank of Richmond President Tom Barkin said the centralbank has time to assess whether the US economy is normalizing orwhether it's softening in a way that would

Multi-Asset Strategy Daily

With worries about the US labour market in the limelight, today’s weekly US jobless claims will be closely

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

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

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

THE UNITED STATES ECONOMIC MONITOR

We look for a decline in initial claims to 235K, from 249K, as the boost from Hurricane Beryl wears off...

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

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

Global Strategy Weekly

What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:

High Inflation Print in July Driven by Higher Electricity Tariffs and Cyberday Sales Price Rebound

Bottom Line: Consumer prices increased by a high 0.7% mom in July, slightlyabove consensus expectations for a 0.6% mom increase. Under the new CPI