1Teresa Ho AC (1-212) 834-5087teresa.c.ho@jpmorgan.comJ.P. Morgan Securities LLCPankaj Vohra (1-212) 834 5292pankaj.x.vohra@jpmchase.comJ.P. Morgan Securities LLCHolly Cunningham (1-212) 834-5683holly.cunningham@jpmorgan.comJ.P. Morgan Securities LLCNorth America Fixed Income Strategy23 February 202...
时间:2025-06-04 14:33栏目:农业
Global Commodities Research19 February 2024J P M O R G A Nwww.jpmorganmarkets.comGlobal Commodities ResearchGregory C. Shearer(44-20) 7134-8161gregory.c.shearer@jpmorgan.comJ.P. Morgan Securities plcNatasha Kaneva(1-212) 834-3175natasha.kaneva@jpmorgan.comJPMorgan Chase Bank NAShikha Chaturvedi(1-21...
时间:2025-06-04 14:33栏目:农业
M FoundationIndia Equity Strategy Playbook | Asia PacificCan the Market Go into Bubble Territory?Morgan Stanley India Company Private Limited+Ridham DesaiEquity Strategist Ridham.Desai@morganstanley.com +91 22 6118-2222 Sheela RathiEquity Analyst Sheela.Rathi@morganstanley.com +91 22 6118-2224 Nayan...
时间:2025-06-04 09:48栏目:农业
ab6 February 2024Global Research and Evidence LabGlobal Strategy6 Key Credit Market Themes for 2024US credit market outlook: higher conviction in carry trades for H1Fundamentally, we see US IG/HY spreads supported in a 90-115/ 300-375bp range in coming months amid more evidence of green shoots in gr...
时间:2025-06-04 09:46栏目:农业
ab16 February 2024Global Research and Evidence LabGlobal Rates StrategyRates Map: Bond market on data-dependent modeIn Europe, we have been neutral European duration into January ECB, inflation and strong supply. We think that European rates will remain under pressure in the coming weeks amid stro...
时间:2025-06-04 09:45栏目:农业
22 January 2024Thematics - Is bad news good news in a way? There hasn't been much to cheer for China at the start of 2024 - either on data front or in terms of market price action. Is bad news good news in a way though? Over the past few days, the government has been ramping up its announcement...
时间:2025-05-21 12:41栏目:农业
ab24 January 2024Global Research and Evidence LabPowered byUBS Evidence LabYESChina 360Survey suggests labour market to improve in Q1; hiring intentions strongest in services UBS Evidence Lab data suggest job market to improve in Q1, led by servicesChina's job market slowed in Q423, based on UB...
时间:2025-05-21 12:38栏目:农业
ab22 January 2024Global Research and Evidence LabUS Equity StrategyNew Market Highs: EPS Up, P/Es DownThe S&P 500 made new all-time highs this past Friday. While stock prices topped the prior peak set on January 3, 2022, forward earnings estimates are +9.9% higher and valuations are -8.2% (-1.8x mul...
时间:2025-05-21 12:38栏目:农业
M Global IdeaGlobal Macro StrategistIn a Bull Market for Bonds...Morgan Stanley & Co. LLCMatthew HornbachStrategist Matthew.Hornbach@morganstanley.com +1 212 761-1837 Guneet Dhingra, CFAStrategist Guneet.Dhingra@morganstanley.com +1 212 761-1445 Andrew M WatrousStrategist Andrew.Watrous@morganstanle...
时间:2025-05-15 17:05栏目:电力
