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he Election and the Economy
We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force
海外研报
2024年09月06日
Trade Close: Close Options Recommendation SHW, MRVL and DELL
We close our recommendation to buy SHW calls. We close our 7-Aug, 2024
海外研报
2024年09月06日
The Harris Bounce 011
With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月06日
Asia Cross Asset Focus – Monthly APAC ex-Japan to follow the Fed, hesitantly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
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2024年09月06日
Research Unplugged: European Conviction List - Directors’ Cut: September Spotlight
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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2024年09月06日
PositioningInteligence-Monthly chartbook
This material (“Material”) is not a product of J.P. Morgan’s Research Departments and should not be viewed as a research report. The Material is provided by J.P. Morgan’s Prime Finance business for informational purposes
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2024年09月06日
THE CHINA+ ECONOMIC MONITOR
The Caixin manufacturing index continues to outperform the official gauge, but both are at low
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2024年09月06日
Potentially Negative Effects of AI on Oil Production Costs and Oil Prices
Energy firms now mention AI more frequently on earnings calls and use AI more nthan the median firm in the economy. The debate on the impact of AI on energy
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2024年09月06日
Credit CallsTuesday, September 03, 2024
Strategy & Sector CommentaryAsia Cross Regional Credit Weekly: Jobs reportand newissue supplyin foeus(Yoshie Fujimoto /Nathaniel Rosenbaum, CFA/Eric Beinstein /Soo Chong Lim)The US HG market tightened last week with the JULIportfolio s.
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2024年09月06日
