North America Equity Research 07 October 2024 J P M O R G A N Monthly Tire Review Latest Industry Metrics Seem Challenging as US Wholesale Shipments Remain Soft Amidst Continued Inventory Alignment and as Raw Material Costs Tick Higher While Pricing Remains Flat | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

M Idea US Equity Strategy | North America October 7, 2024 04:01 AM GMT Morgan Stanley & Co. LLC Michael J Wilson Equity Strategist M.Wilson@morganstanley.com +1 212 761-2532 Andrew B Pauker Equity Strategist Andrew.Pauker@morganstanley.com +1 212 761-1330 Michelle M. Weaver, CFA Equity Strategist Michelle.M.Weaver@morganstanley.com +1 212 296-5254 Diane Ding, Ph.D. Quantitative Strategist Qian.Ding@morganstanley.com +1 212 761-6758 Nicholas Lentini, CFA Equity Strategist Nick.Lentini@morganstanley.com +1 21 ...

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October 4, 2024 02:19 PM GMT M Update Oil Data Digest | Europe US Oil Supply and Demand US oil demand returned to positive YoY growth in July, rising by 440 kb/d on stronger summer demand for travel fuels. A hurricane and unplanned outages caused US refinery throughput to dip marginally. However, runs remained high vs historical levels, driving crude storage draws and product builds. Total US crude production stayed broadly flat in July, averaging an output of 13.2 mb/d. This is 95 kb/d lower than the July ...

Europe Equity Research 04 October 2024 J P M O R G A N US Clean Energy Tax Equity Market Update: Strong 2024 Growth and Pipeline, Project Headwinds Could Weigh on 2025 | --- | --- | --- | |-------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

October 4, 2024 01:08 PM GMT M Update | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Good morning. I guess he said stage, so I'll step on the stage. Good morning. Thank you so much for joining us today. I'm Karen Saltzer, as Steve said, CEO of Bloomberg Media, and I'm really delighted to see so many of you here today, so many leaders in government, in business, and you are in for a treat. So UNGA and Climate Week, is an important time for Bloomberg. As I'm sure you know, Michael Bloomberg is Special Envoy for Climate to the UN. Additionally, given the increasing importance of climate change ...

Thank you for joining us for another edition of the EM Edge Global Data Pod. I'm Catherine Marni from the EM Economics team at J.P. Morgan, and I'm joined by Nikolai Alexandru and Stephen Palacio, also from EM Economics. Together, we put together the weekly EM Edge Global Data Watch, which is a weekly publication that covers around 30 EM economies that are covered outside of our flagship Global Data Watch coverage. So guys, it's good to be back on the podcast together. I really wanted to touch on, so we've ...

6 October 2024 | 6:31PM EDT 2131d4eaf4cb4d50b1d51c8af07b64b4 US Week Ahead: October 7 - October 13 The key economic data release this week is the CPI report on Thursday. There are many speaking engagements from Fed officials this week, including remarks by Vice Chair Philip Jefferson on Tuesday and Wednesday and by New York Fed President John Williams on Thursday. Monday, October 7 There are no major economic data releases scheduled. 01:00 PM Fed Governor Bowman speaks Fed Governor Michelle Bowman will spea ...

4 October 2024 | 10:23AM EDT M 2131d4eaf4cb4d50b1d51c8af07b64b4 USA: Payroll Growth Well Above Expectations and Revised Up in Prior Months; Unemployment Rate Declines to 4.1% | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------| | | | | ...