JPMORGAnglobalquantitative&DerivativesStrategy09April2024USEquityFinancingandAIRTRFMonitorApril9,2024Inthispublication,weprovideanalyticsonequityfinancingmarketsandadjustedGlobalquantitativeandDeri...
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JPMORGAnglobalMarketsStrategy09February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With65%ofS&P500companieshavingreported,73%arebeatingEquityMacroStrategy4Qnetincomeexpectations(vs.71%avg.la...
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JPMORGAnglobalMarketsStrategy20February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With78%ofS&P500companieshavingreported,73%arebeatingEquityMacroStrategy4Qearnings(vs.71%avg.last4Qs,seeFigu...
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MorganStanleyResearchGlobalJanuary29,202412:27PMGMTMorganStanleyGlobalMacroForumMinDaiisafixedincomeanalystandisnotopiningonequitysecurities.RobinXingandChetanAhyaareeconomistsandareChina–Yearofth...
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JPMORGAnglobalMarketsStrategy05February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With45%ofS&P500companieshavingreported,71%arebeatingEquityMacroStrategy4Qearnings(vs.71%avg.last4Qs,seeFigu...
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JPMORGAnglobalquantitative&DerivativesStrategy04March2024CrossAssetVolatilityMachineLearningbasedTradeRecommendations•Atthecross-assetlevel,theCARVmodelisbroadlydefensiveinFXandGlobalquantitativea...
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JPMORGAnglobalMarketsStrategy19March2024IndiaEquityStrategySmallandMidCaps-FrothorNot?NiftyMidcap100andNiftySmallcap100loggedtheirlastintradayall-timehighsEquityMacroResearchof49,780and16,691,respe...
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JPMORGAnglobalMarketsStrategy23February2024EquityStrategyQ4EarningsSeasonTracker•Over80%ofS&P500companiesand55%ofStoxx600companieshavenowHeadofGlobalEquityStrategyreportedQ4results.EPSgrowthforthe...
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