海外研报
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Asia Cross Asset Focus – Monthly APAC ex-Japan to follow the Fed, hesitantly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
海外研报
2024年09月06日
Research Unplugged: European Conviction List - Directors’ Cut: September Spotlight
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年09月06日
PositioningInteligence-Monthly chartbook
This material (“Material”) is not a product of J.P. Morgan’s Research Departments and should not be viewed as a research report. The Material is provided by J.P. Morgan’s Prime Finance business for informational purposes
海外研报
2024年09月06日
THE CHINA+ ECONOMIC MONITOR
The Caixin manufacturing index continues to outperform the official gauge, but both are at low
海外研报
2024年09月06日
Potentially Negative Effects of AI on Oil Production Costs and Oil Prices
Energy firms now mention AI more frequently on earnings calls and use AI more nthan the median firm in the economy. The debate on the impact of AI on energy
海外研报
2024年09月06日
Credit CallsTuesday, September 03, 2024
Strategy & Sector CommentaryAsia Cross Regional Credit Weekly: Jobs reportand newissue supplyin foeus(Yoshie Fujimoto /Nathaniel Rosenbaum, CFA/Eric Beinstein /Soo Chong Lim)The US HG market tightened last week with the JULIportfolio s.
海外研报
2024年09月06日
Telecom KPIs: Mobile ARPU bottoming out, but competition for subscribers intensifying
Mobile service revenue at the three major MNOs (NTT DoCoMo, KDDI, and nSoftbank) in April-June 2024 totaled ¥1,383.9 bn (-0.4% yoy/-¥4.9 bn yoy).
海外研报
2024年09月06日
HFs Sellers of N. Am Equities Despite Market Breadth Improving
Volumes remained lower ahead of the holiday weekend, however the market posted notable signs of improving breadth as the equal
海外研报
2024年09月06日
GS Healthcare: Back-to-School Kickstart
Performance, Valuations, Revisions. On the year, HC is still middle-of-the-pack n(+15% vs SPX +19%) albeit with improved performance in the first two months
海外研报
2024年09月06日
