Global Quantitative & Derivatives Strategy23 February 2024J P M O R G A Nwww.jpmorganmarkets.comCorrection (first published 22 February 2024) (See disclosures for details)Global Quantitative and Derivatives StrategyLibin Cheng AC(1-212) 270-1434libin.cheng@jpmchase.comPeng Cheng, CFA AC(1-212) 622-5...
时间:2025-06-04 14:33栏目:农业
M Update Global Macro Commentary | Global February 20Morgan Stanley & Co. LLCMartin W Tobias, CFAStrategist Martin.Tobias@morganstanley.com +1 212 761-6076 Morgan Stanley & Co. International plc+Dominic J KrummenacherStrategist Dominic.Krummenacher@morganstanley.com +44 20 7425-9781 Morgan Stanley &...
时间:2025-06-04 14:32栏目:农业
M Global IdeaGlobal EM StrategistKenya Leads the WayMorgan Stanley & Co. International plc+James K LordStrategist James.Lord@morganstanley.com +44 20 7677-3254 Neville Z MandimikaStrategist Neville.Mandimika@morganstanley.com +44 20 7425-2509 Pascal N BodeStrategist Pascal.Bode@morganstanley.com +44...
时间:2025-06-04 14:32栏目:农业
M Update Global Macro Commentary | Global February 21Morgan Stanley & Co. LLCMartin W Tobias, CFAStrategist Martin.Tobias@morganstanley.com +1 212 761-6076 Zoe K StraussStrategist Zoe.Strauss@morganstanley.com +1 212 761-0407 Eli P CarterStrategist Eli.Carter@morganstanley.com +1 212 761-4703 Lenoy ...
时间:2025-06-04 14:32栏目:农业
M Update Global Macro Commentary | Global February 23Morgan Stanley & Co. LLCMartin W Tobias, CFAStrategist Martin.Tobias@morganstanley.com +1 212 761-6076 Morgan Stanley & Co. International plc+Dominic J KrummenacherStrategist Dominic.Krummenacher@morganstanley.com +44 20 7425-9781 Morgan Stanley &...
时间:2025-06-04 14:32栏目:农业
M Update Global Macro Commentary | Global February 22Morgan Stanley & Co. LLCMartin W Tobias, CFAStrategist Martin.Tobias@morganstanley.com +1 212 761-6076 Morgan Stanley & Co. International plc+Dominic J KrummenacherStrategist Dominic.Krummenacher@morganstanley.com +44 20 7425-9781 Morgan Stanley &...
时间:2025-06-04 14:32栏目:农业
ab22 February 2024Global Research and Evidence LabGlobal Equity StrategyFigures and Findings: What happens when the market makes new highs and what is different this time around? The S&P 500 closed at a new all-time high on the 19th January and has since risen by a further 3%. Three unusual features...
时间:2025-06-04 14:30栏目:农业
ab22 February 2024Global Research and Evidence LabGlobal Rates StrategyMarch/June Treasury RollsRepo reform should boost the real money long/HF short in US and WN going forwardWith mandatory central clearing coming in 2026, we think market participants will be reluctant to do very long repo trades t...
时间:2025-06-04 14:30栏目:农业
ab21 February 2024Global Research and Evidence LabGlobal StrategyQuantamental Signal Ideas - Top & Bottom Ranked StocksDetails on the methodology/model can be found in our Q-Series report11 Quantamental signals to spot opportunities in global equitiesWe recently introduced our new quantamental frame...
时间:2025-06-04 14:30栏目:农业
ab23 February 2024Global Research and Evidence LabGlobal Rates StrategyRates Map: Plotting the post-pandemic easing cycle Policymakers are taking a cautious approach to the upcoming easing cycle compared to market pricing. Some point to a cutting cycle with small steps and plenty of optionality. ...
时间:2025-06-04 14:30栏目:农业
