海外研报

US_Presidential_Election_policies_polls_and_insights_III

Most Americans believe immigration is a top policy issue,

GS--South Africa: Inflation Moderates in September, In Line with Expectations

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation

GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee

Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent

Market moves continue to follow the drift towards Trump in the betting odds

US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,

JPM_G10FX_20241023

Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced

preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration

POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions

GS--Attractive Options on Big Earnings Movers

Big earnings-day moves are happening more frequently than any time in the

GS--USA: Existing Home Sales Slightly Below Expectations

BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in

Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account