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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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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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JPM_Credit Calls Tuesday, September 10

Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b
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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
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GS--Jack Henry & Associates Inc

Presenters: Mimi Carsley, CFO & TreasurerModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
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GS-- Housing Market Activity Scale

Mortgage Apps Rise While Other KeyData Points Flattish: The index held at
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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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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
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EW--Risk recovery and Fed cuts bodes well for EM outperformance

Macro focus: The incoming data over the past month, including the August employment report, clearly points to a slowing US economy with restrictive
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DB--Navigating through uncertain times

We resume coverage of US Autos & Auto Technology (17 stocks) including automakers and suppliers. In the face of growing uncertainty about industry
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