Global Economic Research16 February 2024J P M O R G A Nwww.jpmorganmarkets.comContentsGlobal house prices: Turning a corner after the correction10Climate change: Bad and could be worse14US: The remarkable growth of the disabled workforce16Israel: Shun no labor18RBA policy now looking Taylor-made21 G...

时间:2025-06-04 09:52栏目:农业

North America Economic Research13 February 2024J P M O R G A Nwww.jpmorganmarkets.comEconomic ResearchDaniel Silver(1-212) 622-6039daniel.a.silver@jpmorgan.comJPMorgan Chase Bank NAThe January consumer price index (CPI) data were firmer than expectations, with the headline up 0.3% during the month a...

时间:2025-06-04 09:51栏目:农业

1CROSS-ASSET PLAYBOOK | FEBRUARY 7, 2024M O R G A N S T A N L E Y R E S E A R C HCROSS-ASSET STRATEGYCross-Asset Playbook – February 2024Better Is the Enemy of GoodWelcome to the Good PlaceA US soft landing is still our base case, but recent data releases suggest GDP growth can surprise to the ups...

时间:2025-06-04 09:50栏目:农业

M UpdateUS Banks | North AmericaHow Willing Is Your Bank to Pay Up for Deposits? Mid-Month Update February 2024Morgan Stanley & Co. LLCBetsy L. Graseck, CFAEquity Analyst Betsy.Graseck@morganstanley.com +1 212 761-8473 Manan GosaliaEquity Analyst Manan.Gosalia@morganstanley.com +1 212 761-4092 Jeffr...

时间:2025-06-04 09:48栏目:农业

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies. >> Employed by a n...

时间:2025-05-20 16:53栏目:农业

Global Markets Strategy15 January 2024J P M O R G A Nwww.jpmorganmarkets.comEquity StrategyMislav Matejka, CFA AC(44-20) 7134-9741mislav.matejka@jpmorgan.comJ.P. Morgan Securities plcPrabhav Bhadani, CFA(44-20) 7742-4404prabhav.bhadani@jpmorgan.comJ.P. Morgan Securities plcNitya Saldanha, CFA(44 20)...

时间:2025-05-20 16:51栏目:农业

M IdeaAsia EM Equity Strategy | Asia PacificEarly year trends - Japan is outperformingJapan has continued its bull run at the start of 2024, while EM and China are lagging meaningfully. At the stock level in EM, outperformers are clustered in India and Saudi Arabia whilst within the Japan market, In...

时间:2025-05-20 16:50栏目:农业

ab19 January 2024Global Research and Evidence LabChina Equity StrategyHow much is cheap enough? MSCI China at record low valuation MSCI China has declined 10% YTD, underperforming global markets by 8%, and is currently trading at 8.2x forward P/E - on par with previous troughs reached since 2014. Hi...

时间:2025-05-20 16:49栏目:农业

ab9 January 2024Global Research and Evidence LabGlobal StrategyWhat is the optimal positioning to maximize income in 2024?Details on the methodology/model are in our report - What is the optimal way to add income to Multi-Asset portfolios amidst heightened uncertainty?We expect more range-bound spre...

时间:2025-05-15 17:03栏目:电力

M UpdateGlobal Insights Day 2024 | Asia PacificAsia Economics: Is India the New China?Morgan Stanley Asia LimitedChetan AhyaChief Asia Economist Chetan.Ahya@morganstanley.com +852 2239-7812 Morgan Stanley appreciates your support in the 2024 Institutional Investor All-Asia Research Team Survey. Voti...

时间:2025-05-14 13:00栏目:电力