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

M UpdateChina Financials | Asia PacificStrong Jan credit due to late CNY and strong competitionMorgan Stanley Asia Limited+Richard Xu, CFAEquity Analyst Richard.Xu@morganstanley.com +852 2848-6729 Beryl YangResearch Associate Beryl.Yang@morganstanley.com +852 3963-2224 Chiyao HuangEquity Analyst Chi...

时间:2025-06-04 09:48栏目:农业

Global Quantitative & Derivatives Strategy23 January 2024J P M O R G A Nwww.jpmorganmarkets.comGlobal Quantitative and Derivatives StrategyBram Kaplan, CFA AC(1-212) 272-1215bram.kaplan@jpmorgan.comDaniel Motoc AC(1-212) 622-0105daniel.motoc@jpmchase.comMarko Kolanovic, PhD(1-212) 622-3677marko.kola...

时间:2025-05-21 12:40栏目:农业

ab23 January 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Jan 234Q reporting season will be especially difficult for investors to navigate, given the wide dispersion in expected results. Revisions for the quarter are coming in weaker than the long-term trend: however, 2...

时间:2025-05-21 12:38栏目:农业

ab25 January 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Jan 254Q reporting season will be especially difficult for investors to navigate, given the wide dispersion in expected results. Revisions for the quarter are coming in weaker than the long-term trend: however, 2...

时间:2025-05-21 12:38栏目:农业

ab26 January 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Jan 26Stock performance following surprises has been quite poor this earnings season. Companies beating on both sales and EPS are outperforming by 1.5% vs 1.7% historically, while those missing on both are underp...

时间:2025-05-21 12:38栏目:农业

ab24 January 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Jan 24Several Transportation names report this week including UNP, CSX, AAL, and LUV. EPS for the group is projected to fall -18.6% on softer freight volumes, higher labor costs, and weaker pricing power. This co...

时间:2025-05-21 12:38栏目:农业

20 January 2024Deutsche BankResearch Asia Economics Asia Week Ahead Date Week aheadSouth Korea is likely to report another quarter of trend growth (2.2% [0.6%QoQ sa]), led by an improvement in exports. Exports rose 5.8% in Q4 (vs. -9.6% in Q3), leaving a wider trade surplus of USD9.6bn (vs. USD6.4bn...

时间:2025-05-20 16:52栏目:农业

ab17 January 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Jan 17Revisions for 4Q EPS have been 470 bps weaker than the historical trend, driven by negative adjustments in Health Care, Energy, and Materials. By contrast, full-year 2024 estimates are running 250 bps above...

时间:2025-05-20 16:49栏目:农业

ab19 January 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Jan 194Q reporting season will be especially difficult for investors to navigate, given the wide dispersion in expected results. Revisions for the quarter are coming in weaker than the long-term trend: however, 2...

时间:2025-05-20 16:49栏目:农业