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DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment

increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set
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GS--A transition period for reserving: Initiate on Munich Re (Buy

Reinsurers have seen strong 2023 returns continue into 2024The reinsurance subsector’s RoE has been below its cost of equity in four of the last
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GS--Global Markets Daily: What drove THB’s recent outperformance in EM FX an

The Thai Baht (THB) has been one of the best performing emerging market ncurrencies over the past three months. Beside the decline in the broad USD and
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India Economic Update

The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
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japan-insights-is-japan-multifamily-still-attractive

Is multifamily still an attractive investment in this
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JPM_Credit Calls Wednesday, September 18, 2024

It is easy to be wise after the event, We attended the World Chemicals Forum inHouston hosted byChemical Market Analytics (OPiS) last week, The general tonewas relatively bearish in our view with recent (and planned) capacity expansionefforts and
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JPM_International Market Intell Morning Briefing_20240918

OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
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PM_China+18Sep24

The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%
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PM_EMASIA18Sep24

Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of
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PM_EZ18Sep24

Media reports suggest Rome thinks it will undershoot its deficit target this year, as revenues have come in
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