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BofA_US Semiconductors ASML implications- step back for semicaps, AI still strong_20241015

ASML cut showcases increasing divergence in semis
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BofA_ASML Holding N.V_20241016

Sobering update; cutting ests; PO cut to €870; Buy
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GS--Call buying in stocks with short-squeeze potential

Over the past week, we have seen a significant rally in stocks that were heavily
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BofA_Alphabet 3Q Preview- Expect in-line Q, potential for AI Overviews to aid

Expect meet/beat 3Q; Search likely stable, YouTube weak
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UBS--Weekly Global_en_1625689

Deeper DiveHigher-than-expected US inflation data released on 10 October added fuel
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Barclays_European Equity Strategy - What to buy in the UK_20241016

UK investment not straightforward. UK stock valuations still look depressed, and having been
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UBS--Weekly - Regional View UK_en_1625627

The next round of central bank meetings begin this week. On Thursday,
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Albert Edwards - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been
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USD climbing up the positioning ranks once again

At present, the G10 FX PIX 2.0 signals that the AUD is overbought as well
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GS-- Boosting September Core PCE Estimate to 25bp

BOTTOM LINE: Import prices declined 0.4% in September, slightly below
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