海外研报

BofA_China- An Equity Strategist’s Diary_20240930

Weekly index performanceHSCEI +14.4%/CSI 300 +15.7%: Chinese markets had the largest gain in a single

Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,

Key takes: 1. Event critical in outlining plan for next phase of

Asia_Economic_Outlook_Q4_2024_manageable_slowdown__1

Weaker external demand from

Asia FX Talk - Sharp moves in JPY and CNH

Market HighlightsRisk assets and industrial metal prices rose while the Dollar and US rates fell, as markets

GS--earnings revision post CMD

Strong life premium increase ahead of guarantee reduction in China

GS--USA_ Powell Notes Need to Recalibrate Monetary Policy Stance “Over Time,”

BOTTOM LINE: Fed Chair Jerome Powell noted that the FOMC does not feel “like

US_Pulse_Fed_more_wary_of_labour_market_weakness

Most Fed officials have pivoted toward supporting the full employment

UBS - What we've seen in Derivs

After a relatively uneventful ist half of the yr, it's been quite the exciting Q3 as the S&P is poised

This Changes Everything

Markets were moving quickly on Friday as conjecture swirled over the selection of a new Prime

SocGen - Week Ahead in Economics - Pressure is building on the ECB to cut in October

Business surveys slipping further into recession territory and softer-than-expected