GlobalEconomicResearch16August2024JPMORGANwww.jpmorganmarkets.comContentsRBA:Learningthehardway13GlobalEconomicOutlookSummary4Glob...
GlobalEconomicResearch26July2024JPMORGANwww.jpmorganmarkets.comEconomicandPolicyResearchBruceKasman(1-212)834-5515bruce.c.kasman@j...
GlobalEconomicResearch26July2024JPMORGANwww.jpmorganmarkets.comContentsEMEdge:TheFDIrecipe13Australia:Savingratetomatterlessforspe...
GlobalEconomicResearch19July2024JPMORGANwww.jpmorganmarkets.comContents2H24disinflation:PartialandpartialtotheUS13Amidyearperforma...
MIdeaBoJWatch|JapanJulyMPMPreview:LefttoGov.Ueda'sDecisionWethinktheeconomiccaseforaJulyratehikeiscompelling,asmoredatapointtoaris...
Accessibleversion10June2024ChemicalMetalWatchEquityJapanPetrochemicals,electronicmaterials,oilChemicals,Metal&Cables,TradingrefininghouseIndustryOverviewTableofContentsPetrochemicals:USPVCpricestre...
JPMORGANGlobalEconomicResearch21June2024GlobalDataWatch•Afterastrong1H24,softerdataisstillconsistentwith2H24moderationEconomicandPolicyResearch•FiscaldragstotemperEMUrecovery,smoothingwaytoECBcut...
JPMORGANGlobalEconomicResearch05July2024GlobalDataWatch•Therearesoft-landingsignalsinJunePMIandUSemploymentreport...EconomicandPolicyResearch•…butrecentslidesinmomentumandbusinesssentimentraisec...
JPMORGANGlobalEconomicResearch14June2024GlobalDataWatch•InflationdroptrumpsFedcautioninmarketpricingofFedEconomicandPolicyResearch•Francesnapelectionandexcessivedeficitprocedureisnotagoodmix•Sou...
MApril2,202410:37AMGMTMorganStanleyMUFGSecuritiesCo.,Ltd.+IdeaBoJWatch&MacroStrategyJapanTakeshiYamaguchi+8136836-5404+8136836-5407WilltheBoJMoveOnYenChiefJapanEconomist+8136836-8428Weakness?Takesh...
MMarch11,202411:29AMGMTMorganStanleyMUFGSecuritiesCo.,Ltd.+IdeaBoJWatchJapanTakeshiYamaguchi+8136836-5404+8136836-5407MarchMPMPreview:Farewell,ChiefJapanEconomist+8136836-8428NIRPandYCCTakeshi.Yama...
MMarch19,202403:18PMGMTMorganStanleyMUFGSecuritiesCo.,Ltd.+IdeaBoJWatch&Macro/EquityStrategyJapanTakeshiYamaguchi+8136836-5404+8136836-5407Farewell,NIRPandYCCasChiefJapanEconomist+8136836-8428Expec...
JPMORGANGlobalEconomicResearch03May2024GlobalDataWatch•Powell’shikeaversion,USlabormarketcoolingboostglobalriskappetiteEconomicandPolicyResearch•DespiteAprilPMIdip,globalindustryonarecoverytrack...
JPMORGANGlobalEconomicResearch12April2024GlobalDataWatch•High-for-longsoft-landingbalancesoverheatingandmarketstressEconomicandPolicyResearch•ThreestraightstrongUSCPIprintspushesoutpricingofFedcu...
JoyceChangAC(1-212)834-4203StrategicResearchJPMORGANjoyce.chang@jpmorgan.com13February2024J.P.MorganSecuritiesLLCAmyHoAC(1-212)6229364amy.ho@jpmchase.com2024USElectionWatchTooearlytomakeassumptions...
AccessibleversionChinaWatchChartbookseries#125:Industrialprofitpickedup;depositratecutagaininDecMobilityimproved;consumptionstillheldup28December2023Bothinter-andintra-citymobilityremainedintactthi...
AccessibleversionChinaWatchChartbookseries#139:MarexcavatorsalesimproveddespiteweakconstructionAbetterconsumptionrecoveryduringQingmingholiday11April2024Bothnumberoftouristsandtourismrevenue(112%an...