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Asia FX Outlook Q4 2024 - Ride with the tide02

This year so far, we saw strong world trades and a resilient global economy. We expect the
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BofA - Hartnett - The Flow Show Q4 Pain Trades & Inflections_20241003

Scores on the Doors: gold 28.3%, stocks 18.2%, crypto 12.3%, HY bonds 8.5%,
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BofA_Federal Reserve Watch No need for another 50_20241004

Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably
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Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable
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What you need to know for the week ahead

This week's economic calendar is relatively light with the main highlights being the
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GS--MSCI EM Closed flat w/w, while China Rally Extended Further

Performance: MSCI EM was flat w/w (vs. MXWO down
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UBS--Saudi Arabian credit: Flagship EM debt issuers

Saudi Arabia is the largest constituent in the flagship
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UBS-- Emerging Markets Bond List

Petroperu updatePetroperu is wholly owned by the Republic of Peru (Baa1/Stable, BBB-/Stable, BBB/Negative),
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GS--Implications of higher corporate taxes in France

Last week, Prime Minister Barnier said that he was
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GS--Global Economics Wrap-Up: October 4, 2024

Global Economicsn Investment in AI remained strong in Q3 as adoption inched up:
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