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Cheatsheet - G10 & EM Week Ahead_ The party continues

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
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Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922

CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
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FX Weekly--Muted USD reaction as Fed easing begins

FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for
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FXModelTrendStrategy_20240923_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
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GS--Gaming What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US
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Here we are--Interest Rates Daily

Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after
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USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields

Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
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JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923

• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
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Quarterly Vantage Points September 18, 2024

Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
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SocGen - Credit Strategy Weekly - Rate cuts to the rescue

A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
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