JPMorganNorthAmericaCommoditiesResearch18January2024OilDemandTrackerGlobaloildemandinJanuarycontinuestoimprove•Ourhigh-frequencydemandindicatorsaretrackinga1.5mbdmonth-over-GlobalCommoditiesResear...
SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
JPMorganGlobalCommoditiesResearch31January2024OilDemandTrackerGlobalCommoditiesResearchUnseasonablywarmweathercontinuestonegativelyPrateekKediaACimpactJanuaryoildemand(1-646)3261124•Ourhigh-freque...
PhoebeWhiteAC(1-212)834-3092HollyCunningham(1-212)834-5683NorthAmericaFixedIncomeJPMorganphoebe.a.white@JPMorgan.comholly.cunningham@JPMorgan.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSecuritiesL...
JPMorganNorthAmericaFixedIncomeStrategy13February2024USbondfuturesrolloveroutlookMarch2024/June2024•Thisrollcycleisdifferentfromrecentexperience,withseveralUSRatesStrategydifferentfactorsatplayini...
SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
JPMorganJapanEconomicResearch21February2024Japan:Downanothergearinearly1Qdata•ManufacturingsentimentflipsnegativeinFebruaryEconomicandPolicyResearch•Autosectorshutdownsweighingonactivity•Exports...
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SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
PhoebeWhiteAC(1-212)834-3092HollyCunningham(1-212)834-5683NorthAmericaFixedIncomeJPMorganphoebe.a.white@JPMorgan.comholly.cunningham@JPMorgan.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSecuritiesL...
JoyceChangAC(1-212)834-4203StrategicResearchJPMorganjoyce.chang@JPMorgan.com13February2024J.P.MorganSecuritiesLLCAmyHoAC(1-212)6229364amy.ho@jpmchase.com2024USElectionWatchTooearlytomakeassumptions...
JPMorganLatinAmericaCreditResearch28March2024GloboNeutralStaytunedforbettervaluationsGLOPARGloboreportedagoodquarter,where,despitelowerrevenues,EBITDAMoody's:Ba2Outlook:NEGATIVincreasedandFCFwashea...
PhoebeWhiteAC(1-212)834-3092HollyCunningham(1-212)834-5683NorthAmericaFixedIncomeJPMorganphoebe.a.white@JPMorgan.comholly.cunningham@JPMorgan.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSecuritiesL...
JPMorganGlobalCommoditiesResearch13February2024AgriculturalCommoditiesUpdateFebruaryWASDEdatawrap•Atfacevalue,theUSDA’sFebruaryWASDEwasbearishCBOTSoybeans;GlobalCommoditiesResearchPriyaRSunejaneu...
SriniRamaswamyAC(1-415)315-8117PhilipMichaelides(1-212)834-2096NorthAmericaFixedIncomeJPMorgansrini.ramaswamy@JPMorgan.comphilip.michaelides@jpmchase.comStrategyJ.P.MorganSecuritiesLLCJ.P.MorganSec...
JPMorganAsiaPacificEconomicResearch01January2024ChinaDecemberNBSPMIsweakenedfurtheramiddemandsoftness•China’sDecemberNBSPMIreportcameinonthesoftsideagain.TheEmergingMarketsAsia,EconomicandPolicyR...
JPMorganEuropeEconomicResearch17January2024Euroarea:Softcorepressureslatelastyear•HeadlineinflationupduetoenergyEconomicandPolicyResearch•Corecontinuedtodecline;themonthlypressureissoft•Higherta...
