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JPM_Japan_Equity_Strateg

Following the release of US employment data September 6, the yen strengthened to the ¥142/$ level and Nikkei 225 futures fell more than 3% over the weekend. Japanese
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MS--Morgan Stanley Global Macro Forum

= Analysts employed by non-U.S. affiliates are not registered withFINRA, may not be associated persons of the member and may not be
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Nomura Quant Insights

Best to keep an eye on macro hedge funds' continued bullishness on US equitiesIn the US, the S&P 500 continued its slide yesterday. It looks as though in the run-up to
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RBC_Gold Assayer Riding the High – September 2024 Issue

Gold prices are highly data dependent on a daily basis, and at the same time also riding the high of a confluence of supportive narratives. Rate
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MS--Election Playbook: Key debates and stock implications into November

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GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Singapore markets outperformed,while Korea and Hong Kong markets underperformed. Within MXAPJ sectors, Cons
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GS--AT&T Inc. (T): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Management continues to expect anormalization in the wireless industry, but has not seen this occur. The company
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GS--Positioned for a prolonged cycle

In 2Q24, we saw topline weakness/misses due to a prolonged slowdown and risingdownside risks in macro and persistent deflationary pressure as well as companies’
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JPM_Credit Calls Tuesday, September 10

Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b
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EF--Mixed jobs report offers no definitive signal for the Fed

The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报