海外研报
筛选
US SAAR moderates with Europe also soft, STLA US sales continue to decline
US SAAR moderates as incentives remain up - US SAAR was 15.1mn units inAugust, stepping down by -4.4% vs. July and broadly flat YoY at +0.6%. The print
海外研报
2024年09月06日
Credit CallsTuesday, September 03, 2024
Strategy & Sector CommentaryAsia Cross Regional Credit Weekly: Jobs reportand newissue supplyin foeus(Yoshie Fujimoto /Nathaniel Rosenbaum, CFA/Eric Beinstein /Soo Chong Lim)The US HG market tightened last week with the JULIportfolio s.
海外研报
2024年09月06日
DB CoTD: The best and worst daily market cap moves in history – Jim Reid
Last night saw the largest market cap fall for any stock in history with Nvidia seeing $279bn wiped out in its -9.53% fall. For context, that’s similar in size to
海外研报
2024年09月06日
Potentially Negative Effects of AI on Oil Production Costs and Oil Prices
Energy firms now mention AI more frequently on earnings calls and use AI more nthan the median firm in the economy. The debate on the impact of AI on energy
海外研报
2024年09月06日
DB CoTD: Flat! – Jim Reid
Regular readers will know that I’m a big fan of the predictive power of the yield curve in terms of forecasting the US cycle. However, it’s fair to say that its
海外研报
2024年09月06日
THE CHINA+ ECONOMIC MONITOR
The Caixin manufacturing index continues to outperform the official gauge, but both are at low
海外研报
2024年09月06日
Morning Market Tidbits From one mandate to the other
An end to the sole focus on the inflation mandateFor this inflation forecaster, next week’s CPI report will be bittersweet. After a
海外研报
2024年09月06日
August employment preview: improved from July
We expect nonfarm payrolls to rise by +165k in August, bouncing back somewhat from the soft print of just +114k in July. If our forecast is on
海外研报
2024年09月06日
PositioningInteligence-Monthly chartbook
This material (“Material”) is not a product of J.P. Morgan’s Research Departments and should not be viewed as a research report. The Material is provided by J.P. Morgan’s Prime Finance business for informational purposes
海外研报
2024年09月06日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Thailand and Taiwan markets outperformed, while
海外研报
2024年09月06日
