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 Equity StrategyFigures and Findings: What happens when the market makes new highs and what is different this time around? The S&P 500 closed at a new all-time high on the 19th January and has since risen by a further 3%. Three unusual features...

时间:2025-06-04 14:30栏目:农业

16 February 2024Deutsche BankResearch Global Strategy Asset Allocation Date Strategy Update What Companies Are Saying: Signs Of A Turn UpThis report presents a collection of management commentary from 130 earnings calls in the Q4 reporting season. We present the key themes that emerged below.Compani...

时间:2025-06-04 09:53栏目:农业

Deutsche BankResearchSemiconductors: What to expect in 2024 in 8 slidesMarion Laboure, Ph.D - Thematic Researchmarion.laboure@db.comCassidy Ainsworth-Grace - Thematic Researchcassidy.ainsworth-grace@db.comIMPORTANT RESEARCH DISCLOSURES AND ANALYST CERTIFICATIONS LOCATED IN APPENDIX 1. MCI (P) 041/10...

时间:2025-06-04 09:53栏目:农业

M FoundationThematics | EuropeVenture Vision: IPOs #2 – What Next?Morgan Stanley & Co. International plc+Edward StanleyEquity Strategist Edward.Stanley@morganstanley.com +44 20 7425-0840 Matias OvrumEquity Strategist Matias.Ovrum@morganstanley.com +44 20 7425-9902 Our Venture Vision weeklies look ...

时间:2025-06-04 09:48栏目:农业

M UpdateFinancials | JapanWhat We're Hearing From Global Investors We wrap up key topics of interest to global investors now. Morgan Stanley MUFG Securities Co., Ltd.+Mia NagasakaEquity Analyst Mia.Nagasaka@morganstanleymufg.com +81 3 6836-8406 BanksJapanIndustry ViewAttractivePositioning in th...

时间:2025-05-21 12:39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 LabGlobal StrategyH1'24 European Credit Outlook: What to expect after the rates rallyThe biggest surprise in 2023 was that the economy emerged unscathed from one of the most rapid hiking cycles in history. As the disinflation trend continued, invest...

时间:2025-05-20 16:49栏目:农业

ab19 January 2024Global Research and Evidence LabEM Equity StrategyJan'24 sell-off: What's changed on the screens?Putting the negative start to the year in contextThe 6.3%/7.2% decline in MSCI EM/AxJ respectively YTD, has been swifter than most previous corrections (we feature 30+ events i...

时间:2025-05-20 16:49栏目:农业

ab15 January 2024Global Research and Evidence LabWhat's happening to Quant?Factor Performance and ValuationsFactor PerformanceIn this weekly publication, we show how factors have been performing at a regional level and globally. The purpose of this report is to provide an up-to-date snapshot of...

时间:2025-05-20 16:48栏目:农业