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Midday Market Intelligence: idiosyncratic
...drivers of the marketApproximately 40% of the S&P 500 is expected to report this week across allsectors making it the biggest and perhaps one of the most important weeks of
海外研报
2024年07月31日
Interest Rates Daily
With UK elections passed, and a Labour government which is trying to project an image of being spendthrift, markets have 14bp of cuts being priced into this week’s
海外研报
2024年07月31日
USA: Job Openings Above Expectations; Consumer Confidence In Line with Expectations
BOTTOM LINE: Job openings declined in June from an upwardly-revised level inMay, above consensus expectations for a larger decline. After incorporating today’s
海外研报
2024年07月31日
July Flashlight for the FOMC Blackout Period Rate Cuts Coming Into View
Congress has given the Federal Reserve a dual mandate of "maximum employment" and "price stability." With inflation surging to a 40-year high in 2022, the FOMC largely
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2024年07月31日
Mind the Sequencing; Adjustment Still on Track
Policy makers seem to be preparing the ground for a future FX unification. Although FX reserve accumulation will likely stall in
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2024年07月31日
Where will $6tn in money markets flow as the Fed cuts?
Fed rate cuts will usher in a regime shift in short dated fixed income allocationsFor much of H124 we have recommended credit allocations to the front end of the 7
海外研报
2024年07月31日
Summertime unwind?
Macro focus: Notwithstanding supportive fundamentals and burgeoning rate cuts across the EM complex, a more open US election is an ongoing source of EM
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2024年07月31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
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2024年07月31日
Frasers Centrepoint Trust
Management’s track record of portfolio rejuvenation remains best-in-class with a stellardivestment record at exit cap rates of 4.3% and below, while upcycling proceeds into higher yielding
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2024年07月30日
TotalEnergies SE
Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By
海外研报
2024年07月30日
