M UpdateOil Data Digest | EuropeKey Agency Revisions - February 2024We summarise February forecasts from the IEA, EIA and OPEC. The magnitude of supply downgrades exceeds that of demand downgrades this month, leaving balances slightly tighter MoM. Revisions to US supply growth estimates were a commo...

时间:2025-06-04 09:49栏目:农业

M Idea UBER's Momentum Continues in 4Q: UBER's 4Q results (rides bookings in-line with us and 1% above Street...Delivery bookings 1%/2% above us/Street) speak to the momentum in the business and platform. We believe UBER is driving adoption and taking share in the US in both Mobility and D...

时间:2025-06-04 09:48栏目:农业

ab8 February 2024Global Research and Evidence LabEuropean Economic CommentGermany: Key questions from international clientsClient feedback from recent marketing tripsDuring recent client marketing trips to the US, Canada and Switzerland, many discussions focussed on Germany, which was seen as essent...

时间:2025-06-04 09:47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

1Phoebe White AC (1-212) 834-3092phoebe.a.white@jpmorgan.comJ.P. Morgan Securities LLCLiam L Wash (1-212) 834-5230liam.wash@jpmchase.comJ.P. Morgan Securities LLCHolly Cunningham (1-212) 834-5683holly.cunningham@jpmorgan.comJ.P. Morgan Securities LLCNorth America Fixed Income Strategy26 January 2024...

时间:2025-05-21 12:40栏目:农业

M UpdateOil Data Digest | EuropeKey Agency Revisions - January 2024We summarise January forecasts from the IEA, EIA and OPEC. New forecasts for 2025 have been released by the EIA and OPEC. Some upwards revisions to absolute level of both demand and non-OPEC supply leave overall forecasts for 2024 st...

时间:2025-05-21 12:40栏目:农业

M Global Foundation2024 Global Sustainability Outlook8 Key Questions on the Journey to Maturity We focus on 8 key questions as we explore what's next for Sustainability investing. We see under-appreciated approaches to Sustainability investing that we believe can drive both alpha generation and...

时间:2025-05-20 16:51栏目:农业