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JPM_Positioning Intell Weekly Wrap_20240920
In the US, HFs remained net sellers (-1.3z in past 5d) as selling/de-grossing prior to the Fed was not reversed on Wed/Thurs. Gross and net leverage were basically unchanged WoW. Retail investors did not seem particularly
海外研报
2024年09月23日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
UBS--European Contextual Diary
In this note we preview the coming week's corporate events
海外研报
2024年10月01日
Two strikes and who or what's out?
Market Comments As I mused yesterday, the Iranian foreign minister was bluffing when he
海外研报
2024年10月08日
