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North America Credit Research 04 October 2024 J P M O R G A N High Yield Energy Oily E&P Model Book Update Putting out an oily E&P model book in the context of current geopolitical tensions is a bit of an exercise in self-hatred. Nonetheless, we think the focus on the sector is likely to remain high, and getting our models (and sensitivities) out to investors is worth it despite the likely potential volatility in coming days. It has been some time since energy investors have seen this sort of bifurcation in ...

Oil Markets Weekly This time, it feels different • We assume that attacking Iran's energy facilities would not be Israel's preferred course of action, but rather a secondary or even tertiary response to Iran's possible escalation • We also assign a low probability to the scenario where Iran targets energy flows from Gulf Arab states, given the recently upgraded diplomatic ties with GCC countries • Still, unlike October 2023 and April 2024, the current situation suggests that, given the low level of oil inve ...

North America Equity Research 04 October 2024 J P M O R G A N Exchange Volumes Update Week of Sep 27 - Oct 3: Middle East Escalations Drive Energy Derivatives Volumes | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

J P M O R G A N Global Quantitative & Derivatives Strategy 04 October 2024 Cross Asset Strategy Combining Positioning Dynamics and Price Momentum in Cross Asset Futures | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------| | | | ...

North America Equity Research 04 October 2024 J P M O R G A N Apple App Store Tracker: September Revenue Tracks Above Seasonal Trends, While C3Q24 Tracks In-Line; Supports Services Revenue Forecast for C3Q24 Overweight AAPL, AAPL US Price (03 Oct 24):$225.67 | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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This document is being provided for the exclusive use of Byron Chen at Harmony Advisors Limited. China A-shares Monthly Wrap September: Strong rebound on stimulus combo announced and hope for more on the fiscal side Global Markets Strategy 01 October 2024 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...