海外研报

JPM_Interntational Market Intell Morning Briefing_20240927

OVERNIGHT BRIEFEU/US trade: European Equities rose ($XxP 1.2%, $X5E 2 2%) with new ATHs for DAX

Precious Metals Trading Desk View

herein are those of the desk and/or the author only. The publication cannot be considered as

GS--How do UK equities perform when the Pound rises?

Riding risk. The BoE kept rates on hold and sent a slightly

GS--US Weekly Kickstart03

Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.

GS--Saving Rate Revised Up to

BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second

What is behind deglobalization?

Global trade in goods has been growing more slowly than the global economy for

Barclays_China stimulus This could be big_20240927

While not our base case, a CNY5trn property stabilisation fund

UBS--Copper: Flying high on stimulus expectations CIO View

• LME copper prices have surged above the USD 10,000/mt mark,