1Srini Ramaswamy AC (1-415) 315-8117srini.ramaswamy@jpmorgan.comJ.P. Morgan Securities LLCIpek Ozil (1-212) 834-2305ipek.ozil@jpmorgan.comJ.P. Morgan Securities LLCPhilip Michaelides (1-212) 834-2096philip.michaelides@jpmchase.comJ.P. Morgan Securities LLCArjun Parikh (1-212) 834-4436arjun.parikh@jp...
时间:2025-06-04 14:34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
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
6 February 2024Rail carloads - The Class 1 Rails reported last week's volumes yesterday. In general, the numbers looked a lot better following the weather-induced weakness in January. NSC volumes were up 2% sequentially and up 9% year over year - to just over 138,000. CSX was up 5% sequentially...
时间:2025-06-04 09:53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. BofA Securities do...
时间:2025-06-04 09:53栏目:农业
1Srini Ramaswamy AC (1-415) 315-8117srini.ramaswamy@jpmorgan.comJ.P. Morgan Securities LLCIpek Ozil (1-212) 834-2305ipek.ozil@jpmorgan.comJ.P. Morgan Securities LLCPhilip Michaelides (1-212) 834-2096philip.michaelides@jpmchase.comJ.P. Morgan Securities LLCArjun Parikh (1-212) 834-4436arjun.parikh@jp...
时间:2025-06-04 09:52栏目:农业
ab8 February 2024Global Research and Evidence LabGlobal StrategyUS/EU Credit Default and Recovery Rate Analysis – January 2024In the January US/EU Credit Default and Recovery Rate Analysis, we update monthly default statistics covering issuers in the following markets: US HY bonds, US Leveraged Lo...
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
1Srini Ramaswamy AC (1-415) 315-8117srini.ramaswamy@jpmorgan.comJ.P. Morgan Securities LLCIpek Ozil (1-212) 834-2305ipek.ozil@jpmorgan.comJ.P. Morgan Securities LLCPhilip Michaelides (1-212) 834-2096philip.michaelides@jpmchase.comJ.P. Morgan Securities LLCArjun Parikh (1-212) 834-4436arjun.parikh@jp...
时间:2025-05-21 12:40栏目:农业
ab25 January 2024Global Research and Evidence LabAPAC Economic PerspectivesBNM: Steady policy rate, steely eye on inflation Policy rate unchanged at 3.0% p.a, in line with UBS and consensus In line with consensus and UBS expectations, Bank Negara Malaysia (BNM) left the overnight policy rate (OPR) u...
时间:2025-05-21 12:38栏目:农业
