European Derivatives：Navigating an Olympic rally
J.P.Morgan·2024-08-12 09:57
Alex Pharaon (44-20) 7134-2669 alexander.pharaon@jpmorgan.com J.P. Morgan Securities plc Global Rates Strategy 02 August 2024 J P M O R G A N Fabio Bassi AC (44-20) 7134-1989 fabio.bassi@jpmorgan.com J.P. Morgan Securities plc Khagendra Gupta (44-20) 7134-0486 khagendra.x.gupta@jpmorgan.com J.P. Morgan Securities plc • Weakening US labour markets, deteriorating global macro backdrop, and geopolitics have all increased the risk-off sentiment. Fuelled by a dovish Fed, yields have rallied sharply over the last ...