J.P. Morgan·2026-09-09Sector
European building materials price tracker: +8.94% since mid-Dec 20252026 YTDEnergy input costs: +22% vs FY25 average2026 YTD
Research: Broker notes on sectors, macro, rates and strategy
- J.P. Morgan·2026-09-09MacroChina CPI: JPM forecast2026China PPI: JPM forecast2026
- J.P. Morgan·2026-09-09Sector0012.HK0016.HK1972.HK1997.HKH78.SIHK landlords·OverweightHK developers·Underweight
- J.P. Morgan·2026-09-09SectorIGO.AXLTR.AXPLS.AXPLS Group·Top pickSpodumene price: JPM forecast2027Spodumene price: JPM forecast2028
- J.P. Morgan·2026-09-09Strategy
- J.P. Morgan·2026-09-09Sector1364.HK2097.HK
- J.P. Morgan·2026-09-09SectorUS total card spending (Chase data): +5.2% y/yAug-26US discretionary spending (Chase data): +5.4% y/y (Q3 running avg +4.9%)Aug-26
- J.P. Morgan·2026-09-09SectorAFX.DEAMBU-B.COAMP.MICOLO-B.COCTEC.LDEMANT.CODIA.MIEKTA-B.STFME.DEFRE.DEPHIA.ASEuropean Medtech·Neutral
- J.P. Morgan·2026-09-09Sector
- J.P. Morgan·2026-09-09CreditGENT.KL
- J.P. Morgan·2026-09-09Sector
- J.P. Morgan·2026-09-09CreditUS HG revenue growth: +10.5% YoY2Q26US HG EBITDA growth: +15.8% YoY2Q26US HG interest coverage: 10.3x, unchanged YoY2Q26
- J.P. Morgan·2026-09-08StrategyCrude oil·NeutralGold·Underweight
- J.P. Morgan·2026-09-08CreditUSD IG credit·Overweight
- J.P. Morgan·2026-09-08Sector0005.HK2388.HK2888.HKHK industry loan growth: 7.7% YoYJul-26
- J.P. Morgan·2026-09-08Sector1772.HK9696.HKGanfeng Lithium·OverweightTianqi Lithium·NeutralLithium carbonate futures: spot7 Sep 2026
- J.P. Morgan·2026-09-08Sector2222.SRENI.MIGALP.LSOMVV.VISHEL.LTTEF.PAEni·OverweightGalp·OverweightOMV·Underweight
- J.P. Morgan·2026-09-08Thematic005380.KS·Overweight
- J.P. Morgan·2026-09-08SectorSemiconductors·OverweightGlobal semiconductor sales: industry outlook2026E
- J.P. Morgan·2026-09-08MacroChina exports: +25.0% oyaAug-26China imports: +28.2% oyaAug-26China trade surplus: US$119.1bnAug-26