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JPM_US Industrials Commentary_20240910
BA: Latest on Pot'l for Strike (Unlon Pres Comments) + BA Further Delaying Supplkers 737 MAX Output by another 6months - we will get ollicial monthly deliveries for August at 1la ET
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2024年09月11日
JPM_Tuesday FAQs... AT&T, UBER, ORCL, CMCSA, SPHR, EQIX_DLR
CEO updated leverage targets this morning, guiding to hitling, 2.5x leverage exiting 2024, vs prior guide of 1l"25.The bigger debate has been around whether $tankey slightly downticked an imates
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2024年09月11日
JPM_GenAI Updates... MSFT, GOOGL, NOW, ORCL_AMZN_20240910
in a market looking for (ienAl catalysts amidst some jitter to the theme in recent weeks, there were a number olpresentations this afternoon that stood ont.. Microsoft cTO, Goozle Cloud
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2024年09月11日
JPM_G10FX_20240910
The lack of clnrity post payrolls lending to a sleepy session yesterdny where the dollar regninedsome footing, for me it was hard to build much ofa narrative around the price action
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2024年09月11日
JPM_Credit Calls Tuesday, September 10
Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b
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2024年09月11日
JLF--Repatriation worries refuted with record monthly net buying of LT overseas bonds
Since the July payrolls report, Japanese investors have bought significant amounts of overseas long-term bonds. Indeed, according to the MoF International Transactions in Securities data, August net purchases
海外研报
2024年09月11日
GS--Jack Henry & Associates Inc
Presenters: Mimi Carsley, CFO & TreasurerModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
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2024年09月11日
GS-- Housing Market Activity Scale
Mortgage Apps Rise While Other KeyData Points Flattish: The index held at
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2024年09月11日
GS--Global Markets Daily: The Dollar After the First Cut (Rosenberg)
Historically, Dollar performance has varied widely around the start of the easing ncycle. Looking across seven Fed cutting cycles since 1995, we find that Dollar
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2024年09月11日
CA--FAST FX Fair Value Model
triggered any new trades. Most of the ten crosses covered by the model are trading within one standard deviation of their fair values. The FAST
海外研报
2024年09月11日
