全球市场策略

研报英文原文证据摘录

Ikue Saito AC (65) 6801-3154

Kunj J Padh (1-212) 834-5108

JPMorgan Chase Bank, N.A., Singapore Branch J.P. Morgan Securities LLC

Octavia Popescu (44-20) 3493-5654

J.P. Morgan Securities plc

Global Markets Strategy

JPMORGAN

15 August 2026

Market movers

(all times GMT; +9hrs for Sydney, +8hrs for Tokyo, -5hrs for New York)

Date

Aug 17 (Mon)

Country

UK

Japan

China

Malaysia

Norway

Euro area

Brazil

Canada

US

Aug 18 (Tue)

Australia

UK

Euro area

Canada

US

New Zealand

Aug 19 (Wed)

Japan

Australia

UK

Switzerland

Indonesia

Euro area

Aug 20 (Thu)

US

Japan

Australia

Time

00:01

00:50

05:30

03:00

05:00

07:00

10:30

13:00

13:30

15:00

21:00

01:30

07:00

10:00

12:45

13:15

13:30

14:15

15:00

23:45

00:50

02:30

03:45

07:00

08:20

09:00

10:00

19:00

00:50

02:30

Forecast

Data/Event

Rightmove HPI (%m/m, nsa)

GDP (%q/q, sa)

IP (%m/m, sa)

Tertiary sector activity index (%m/m, sa)

Fixed investment (ytd, %oya)

IP (%oya)

Retail sales (%oya)

CPI (%y/y)

Trade balance (NOK, bn)

ECB's Lane Speaks in Dublin

IBC-Br Economic Activity (%y/y)

CPI core (%oya)

CPI (%oya)

Empire state mfg. survey (DI, sa)

NAHB housing market index (sa)

TIC long-term net flows ($ bn)

Westpac consumer confidence (%m/m, sa)

Average weekly earnings (3M, %oya, sa)

Claimant count (%)

Unemployment rate (%, sa)

Germany ZEW business survey (index)

ZEW business survey (index)

ECB's Lane Speaks in Dublin

Housing starts (000s, saar)

Building permits (000s, saar)

Housing starts (000s, saar)

Import price index (%m/m, nsa)

Capacity utilization (%bal, sa)

IP (%m/m, sa)

Pending home sales (%m/m, sa)

Producer prices inputs (%q/q)

Producer prices outputs (%q/q)

Machinery orders (%m/m, sa)

Wage cost index (%q/q, sa)

RBA's Hauser-Fireside Chat

CPI (%oya)

CPI core (%oya)

IP (%q/q)

BI rate announcement

Current account (EUR bn, sa)

CPI (%oya)

FOMC Meeting Minutes

Trade balance (JPY bn, nsa)

Employment (ch 000s, sa)

Unemployment rate (%, sa)

Previous

JPM

Consensus

Aug

2Q P

Jun F

Jun

Jul

na

0.5

na

-6.2

5

1.5

2

na

(Jul)

na

(Jun P)

(May)

(Jun)

-1

0.5

1.3

1.1

-5.7

5.3

1

1.9

61.905

Jun

Jul

Aug

Jun

Aug

Jun

Jul

Jun

Aug

na

9.6

33

na

(May)

(Jun)

(Jul)

(May)

(Jul)

(May)

(Jun)

(May)

(Jul)

0.8

2.1

2.8

15.6

34

232.697

4.1

4.3

4.4

4.9

26.3

23.4

Jul

Jul P

Jul

…