海外研报

JPM_EM FX

Summertime unwind?

Macro focus: Notwithstanding supportive fundamentals and burgeoning rate cuts across the EM complex, a more open US election is an ongoing source of EM

Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET

Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms

European and US Credit:Weekly ChartpackAn overview of credit markets

Credit spreads widened notably towards the end of last week in the wake of weaker thanexpected US labour market numbers, a theme that we previously highlighted in our H2outlook (H2 outlook- borowed time, 4 June 2024). Our base case