Broker Research: Sector, Macro and Strategy Notes

J.P. Morgan·2026-11-06Rates

US front-end Treasuries·NeutralFront-end valuation (1y1y OIS): Looks expensive versus fair-value model2026-11-05Nonfarm payrolls: Beat consensus of 70kOct 2026Unemployment rate: Fell back versus 4.2% consensusOct 2026Treasury coupon auction sizes: Unchanged until increases concentrated in 2s through 10sThrough Aug 2027

J.P. Morgan·2026-10-23Rates

UST 10s/30s curve·Overweight

J.P. Morgan·2026-10-02Rates

J.P. Morgan·2026-09-11Rates

USD/CNY: JPM forecastyear-end 2026

J.P. Morgan·2026-09-09Rates

NZD 10Y·UnderweightGBP and NOK 10Y·Overweight

J.P. Morgan·2026-08-08Rates

China government bonds·Overweight

Research: Broker notes on sectors, macro, rates and strategy

Treasuries: Their shares crash, hopes are dashed...people forget

Treasuries: AI, OATs, and oil, oh my

Treasuries Try to catch the deluge in a paper cup

China Local Markets Weekly: Re-engage with CNH longs; lean into curve flattening

Say Anything: Translating between market rates and Central Bank speak

China Local Markets Weekly: Summer softness keeps duration in season; PBoC taps the brakes, not the wall