海外研报

Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)

While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.

Japan: main points of Japan’s economic outlook

Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic

How Market Moves Could Affect the Economy and the Fed

Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions

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