海外研报

Global Macro Thoughts And just like that, the narrative changes completely

Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important

Equity Strategy

See the end pages of this presentation for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As

“When the facts change…”: follow-up on the Fed

In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US

Decompression Creates Opportunities in Asia HY

The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start

Americas Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

All EM Asian markets saw foreign selling this week

Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan