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MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?

Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,
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DB - Wanna trade term premium

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UBS--How China can avoid "Japanification"

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Robabank Don of the Divergence

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BofA Fade vol crush to own fragile momentum

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GS Japan Economic Flash_ October Data Roundup_ Keeping Our 2024Q4 GDP Tracking Estimate at +1.3_ QoQ Annualized

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SOG Albert Edwards - What could possibly go wrong; Quite a lot actually

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GS USA_ ISM Manufacturing Index Above Expectations in December

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Global_ GS Economic Indicators Update_ US Financial Conditions Impulse to Growth Set to Fade in 2025-1

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BofA_BofA on USA December retail sales- holiday spending sustains consumer momentum_20250110

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