海外研报
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Cheney Reaction Global Daily
Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报
2024年09月11日
GS--Brazil: Copom—Time to Walk-the-Walk and Hike, But Despacito (Ramos)
We expect the Copom to validate a moderate relatively short rate hiking cycle,starting with a 25bp hike at the September 18 meeting. In our assessment rate
海外研报
2024年09月11日
BofA --Securities Equity Client Flow Trends
Single stocks > ETFs:Last week, during which the S&P 500 was -4.2% (worst week since Mar‘23), BofA Securities clients were net buyers of US equities
海外研报
2024年09月11日
BNP--INVESTORS SET TO INCREASE HEDGE FUND EQUITY BETS BY YEAR-END
Equity remains by far the most popular strategy, with 61% of investors planning to allocate to it in H2 2024. This is followed by
海外研报
2024年09月11日
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
海外研报
2024年09月11日
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
海外研报
2024年09月10日
JPM_US Market Intell Afternoon Briefing
US: Stocks rebounded from last week's selloff, There was no particular catalyst behind today'srally given the relatively quiet macro calendar. The recovery today was fairly broad-based: 83% ofthe SPX stocks closed in the green with all 11 sectors
海外研报
2024年09月10日
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
海外研报
2024年09月10日
JPM_Flows & Liquidity What do markets expect ahead of the US jobs report
Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
海外研报
2024年09月10日
US--Highly anticipated jobs report offers no definitive signal for September FOMC
The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.
海外研报
2024年09月10日
