海外研报
筛选
Long-end better value
For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
海外研报
2024年09月03日
Intel considering strategic options -potential impact
Over the weekend, press articles indicated that Intel is exploring strategic optionsto turn around its business, including scrapping some factories, selling assets aswell as potentially splitting or spinning-ofits Foundry and product/design teams.In
海外研报
2024年09月03日
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
海外研报
2024年09月03日
The Importance of Asset Allocation
Asset Allocation is key▪ Diversification, described as "the only free lunch in investing", aims to reduce overall portfolio risk by allocating investments across asset
海外研报
2024年09月03日
Intraday FX View FX & Precious Metals Trading | 2 September 2024
After Jerome Powell’s statement that “the direction of travel is clear” at Jackson Hole and EUR USD breaching our target of 1.12 it has been only up for the US$ since then. The combination of solid US economic data prints, political jitters in
海外研报
2024年09月03日
Global equities, up 2.4% in August, are making new highs
Global equities gained 0.3% last week, with Japanoutperforming (Exhibit 1). Equity markets are making newhighs (Exhibit 2) while our bear market indicator is back at
海外研报
2024年09月03日
Global Markets Analyst Lessons From G10 Cutting Cycles
With most of the G10 either having just begun or about to begin cutting policy nrates, we look at the return potential of a variety of rates investment strategies
海外研报
2024年09月03日
Global Economics Wrap-Up: August 29, 2024
July saw continued inflation progress in the US, the UK, and Canada: nOur July sequential trimmed core inflation measures remained soft in the o
海外研报
2024年09月03日
Mapping Markets: Why it’s too soon to dismiss inflation risk
It might seem unfashionable to talk about inflation risk right now. After all, it’s almost back at target across the major economies and lots of central banks have begun to cut rates.
海外研报
2024年09月03日
Far-right surges in regional elections, but national implications likely limited
Far-right AfD comes first in Thuringia and second in Saxony. Sunday's election results are historic insofar as it is the first time in post-war Germany
海外研报
2024年09月03日
