海外研报

Shifting narrative and market implications

We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin

BCA_Did China Just Launch A Bazooka_20240926

. The odds are that the adrenaline from the recent poliey stimulus will besufhcient to produce a

UBS--Japanese equities

We are Neutral on Japanese equities in our global strategy.