THEMATIC PULSE: SUMMARY OF THEMATIC VIEWS

研报英文原文证据摘录

THEMATIC PULSE: SUMMARY OF THEMATIC VIEWS

THEMATIC PULSE – July 2026 JPM GLOBAL MARKET INTELLIGENCE

FEDERICO MANICARDI

Federico is an ED and Head of International Market Intelligence at JP Morgan

CIB. Before that, he was a senior Cross-Asset Research Analyst within JP

Morgan CIB. In this role, Federico was a key author in the flagship macro

publications ‘The J.P. Morgan View’, ‘Global Asset Allocation’ and ‘Alternative

Investments Outlook and Strategy’. His research also covered quantitative

frameworks and strategies. He joined in 2018 from Morgan Stanley, where he

worked as a Rates and Inflation strategist covering Europe. He holds a BSc in

Finance and an MSc in Economic and Social Sciences, both from Bocconi

University in Milan. Federico has also completed both CFA and CAIA curricula.

Federico is also a native speaker in Italian.

federico.manicardi@jpmorgan.com | +44-207-7427008

ELLEN WANG

Ellen Wang is a member of the Global Market Intelligence group at J.P. Morgan,

having joined in 2022. Prior to joining J.P. Morgan in 2022, Ellen was an Equity

Research Analyst at UBS, where she covered Energy E&P equities and

partnered with UBS Evidence Lab on data-driven research products. Ellen holds

a BSc in Economics and Computer Science from the University of North Carolina.

Ellen is also a native speaker in Chinese (Mandarin)

ellen.z.wang@jpmorgan.com| +1-212-270-0533

VICTORIA CAMPOS

Victoria is a member of the International Market Intelligence team at J.P. Morgan,

having joined in 2024. Prior to this, she worked as a senior analyst in the Market

Intelligence and Analysis Division at the Bank of England, where she covered

monetary policy implications for cross-asset markets and managed the Emerging

Markets team. Victoria holds a BSc in Economics and Philosophy from the