Baer - Small EPS Upgrades; Iberian Banks System Data

研报英文原文证据摘录

Baer - Small EPS Upgrades; Iberian Banks System Data

Gigi Sparling - Specialist Sales - European Financials AC (44-20) 7134-0355 Europe Specialist Sales J P M O R G A Nghislaine.sparling@jpmorgan.com

J.P. Morgan Securities plc 06 July 2026

• Brazilian Financials - Investment Roadmap.

Global Macro Research Links

• UK: DMP pricing intentions high and stable

• Euro area IP: Mixed country-level data so far

• J.P. Morgan FX forecasts vs. forwards & consensus

• Key Currency Views - Carry plays even if USD takes a break

• Global Commodities - The Week in Commodities

• Equity Strategy - July Chartbook

• China: Soft Growth Amid Mounting Structural Challenges - 2026 Mid-Year Economic Outlook

• Türkiye: June CPI shows limited improvement in momentum

• International ABS Weekly Datasheet - 3rd July 2026

• Japan Rates Topics - RV Market Update July 2026

• Japan Rates Topics - GPIF FY2025 results

• Equity Hybrid Radar - Cross-Asset Correlation and Trade Analytics: June 2026

Save the Date: J.P. Morgan Events

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Event Type Date Format Title & Speaker(s) JPM Analyst Location

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Delphine Lee, Enrico Bolzoni &

Group Tour Jul 06 In-Person FRENCH FINANCIALS TOUR PARIS Here

Farooq Hanif

NEIL GREEN | EUROPEAN PROPERTY | TORONTO, NEW YORK,

Analyst Marketing Jul 06-10 In-Person Neil Green Here

TORONTO, BOSTON, CHICAGO & NEW YORK CHICAGO, BOSTON

DELPHINE LEE,1 GIGI SPARLING & SHEEL

Analyst Marketing Jul 07 In-Person Delphine Lee PARIS Here

SHAH

KIAN ABOUHOSSEIN | GLOBAL BANKS | NEW

Analyst Marketing Jul 07-10 In-Person Kian Abouhossein TORONTO, NEW YORK Here

YORK & TORONTO

BOSTON, CHICAGO,

Analyst Marketing Jul 13-17 In Person MEHMET SEVIM| CEEMEA FINANCIALS Mehmet Sevim NEW YORK, SAN

FRANCISCO

Aug 06-

Roadshow Virtual LEGAL AND GENERAL GROUP PLC Farooq Hanif LONDON, VIRTUAL Here

Sep 08