This document is intended for institutional investors and is not subject to all of theindependence and disclosure standards applicable to debt research reports prepared for retailinvestors under U.S. FINRA Rule 2242. Barclays trades the securities covered in this report for itsown account and on a d...
时间:2025-06-04 14:34栏目:农业
26 February 2024Deutsche BankResearch Global Economics DBDaily Date US core PCE this weekUK: GfK Consumer Confidence (Feb): Down 2pts to -21, missed.DEU: GDP (Q4F): Confirmed at -0.3%qoq, in line.DEU: IFO survey (Feb): Up 0.3ptsd to 85.5, in line.US equities were flat Friday, S&P holding onto a reco...
时间:2025-06-04 14:34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 Strategy23 February 202...
时间:2025-06-04 14:33栏目:农业
Global Quantitative & Derivatives Strategy20 February 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.kol...
时间:2025-06-04 14:32栏目:农业
Global Markets Strategy20 February 2024J P M O R G A Nwww.jpmorganmarkets.comContentsGlobal Earnings4S&P 500 Estimates and Revisions5S&P 500 Earnings Calendar8S&P 500 Post-Reporting Performance11Appendix: S&P 500 Company Specific Comments (Cont.)12Equity Macro StrategyDubravko Lakos-Bujas AC(1-212) ...
时间:2025-06-04 14:32栏目:农业
Delinquency Download: Health of the Consumer Through a Financials LensFebruary 23, 2024Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivit...
时间:2025-06-04 14:32栏目:农业
ab21 February 2024Global Research and Evidence LabUS Economic PerspectivesUS Inflation Monthly: Was the January CPI signal or noise?January inflation has been strong, but it does not change the downward trendLast week's CPI and PPI data were quite elevated, but January core CPI and PCE increa...
时间:2025-06-04 14:31栏目:农业
ab20 February 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Feb 2083.8% of the S&P 500's market cap has reported. 4Q expectations are for revenues to grow 3.3% and EPS by 9.7%. Growth among groups varies significantly, as shown in the table below (a blend of reporte...
时间:2025-06-04 14:30栏目:农业
ab19 February 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Feb 1983.8% of the S&P 500's market cap has reported. 4Q expectations are for revenues to grow 3.3% and EPS by 9.7%. Growth among groups varies significantly, as shown in the table below (a blend of reporte...
时间:2025-06-04 14:30栏目:农业
ab22 February 2024Global Research and Evidence LabUS Equity StrategyEarnings Brief 4Q23: Feb 22 90.5% of the S&P 500's market cap has reported. 4Q expectations are for revenues to grow 3.4% and EPS by 10.1%. Growth among groups varies significantly, as shown in the table below (a blend of repor...
时间:2025-06-04 14:30栏目:农业