Sydney City Fringe Office Market • Solid economic drivers in the Fringe • Under-supply of prime stock • Vacancy tracks below major CBD markets knightfrank.com.au/research City Fringe a destination of choice for occupiers and investors Marco Mascitelli Associate Director, RESEARCH & CONSULTING Net face rental discount between Surry Hills and CBD Of stock in the fringe is prime grade Overall vacancy across fringe markets as at Jul24 • The favourable demographic profile offers ready access to talent, and the a ...

Strong cities City attractiveness, office market, HR trends Q1 2024 knightfrank.com.pl/en/research Prepared in cooperation with The office market sentiment, the investment potential of the city and the labour market. Wrocław CITY ATTRACTIVENESS Wrocław 293 sq km City area Population 674,100 (30.06.2023, GUS) Population forecast 611,359 (2030) 577,658 (2050) Migration balance (+) 1.4 (12.2021) Unemployment rate 1.7% (02.2024, GUS) GDP growth 8.5% GDP per capita PLN 104,360 (gross) Average salary (gross) PLN ...

Retail Sales Dashboard June 2024 A monthly overview of UK retail sales performance, including key metrics on core sub-sectors and e-commerce. Headline Figures 0.1%0 Sales value (amount spent) growth June 2024 vs. June 2023 *Seasonally adjusted, excluding fuel Including fuel +0.6% 00:W0 Sales volume (items purchased) growth June 2024 vs. June 2023 *Seasonally adjusted, excluding fuel Including fuel -0.2% +0.590 Sales value (amount spent) growth Most recent 3 months YoY growth Sales volume (items purchased) g ...

Feedstocks for Thought European Chemicals | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------| | | | | | European Credit – Basic Resources and General Industrials | | | Ed McGuinness, CFA AC | | | (44-20) 7134-0456 ed.mcguinness ...

Gerdau "Steel" feeling the import pressure but seeing signs of improvement • Results could have been worse given the challenging steel environment. Gerdau's results fared better than what we expected in light of a still challenging environment. While EBITDA did miss expectations, results would have been closer to in line if not for a R$131mm non-recurring effect associated with shut down Brazilian plants. Without this non-recurring item, Brazilian results would have actually grown sequentially with modest m ...

02 August 2024 J P M O R G A N Global Rates Strategy Fabio Bassi AC (44-20) 7134-1989 fabio.bassi@jpmorgan.com J.P. Morgan Securities plc Elisabetta Ferrara (44-20) 7134-2765 elisabetta.ferrara@jpmorgan.com J.P. Morgan Securities plc Overview When direction is clear, it is all about speed and destination Increasing confidence on the broad disinflation dynamic across DM has driven a repricing of monetary policy expectations, with a sharp acceleration recently on combination of central bank rhetoric and macro ...

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 ...

Global Emerging Markets Research 01 August 2024 J P M O R G A N For Dollar's Sake: Emerging Markets Defy De-dollarization • US dollar bank deposits in Emerging Markets are an overlooked but critical barometer of the US dollar's role as a global reserve currency. • This is because dollar-denominated deposits represent the genuine confidence of the private sector in the dollar as a store of value, unlike official holdings, which may be swayed by geopolitical and other non-economic considerations. • Dollar-den ...

Global Quantitative and Derivatives Strategy 1 August 2024 Relative Value Single Stock Volatility Ranking Results for 3M tenor options Global Quantitative and Derivatives Strategy Esmail AfsahAC (44-20) 7742-9231 esmail.afsah@jpmorgan.com J.P. Morgan Securities plc Davide Silvestrini (44-20) 7134-4082 davide.silvestrini@jpmorgan.com J.P. Morgan Securities plc See the end pages of this presentation for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies c ...

J P M O R G A N Global Quantitative & Derivatives Strategy 02 August 2024 European Q-Score with a Derivatives Overlay Options strategies combining Quant + Derivatives models • Buy Calls – buy option contracts for the right to buy UBS, Intesa Sanpaolo, Deutsche Bank and Rio Tinto are the stocks that screen most attractive in the JPM European Q-Score stock-picking model; they have a good combined rank. Additionally, these stocks also rank as relatively cheap based on their option richness. The combination of ...