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JPM_Equity_Strategy_Fadi_2024-09-30

Last week’s rally, induced by a fresh round of China stimulus, has arrested the
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JPM_Positioning Intell Asia_20241004

Overall flows... APAC was net bought over the past month as China headlines stole the show
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GS--Man Group (EMG.L): Estimate changes ahead of 3Q24 AuM

Ahead of Man Group’s 3Q24 AuM release on 17 October, we update our forecasts to
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ME-cio-weekly-letter

Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We
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Foreign Exchange Outlook

While the US presidential election is not until 5
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Friday Finish – US Economics | North America Labor of Love

Data this week reinforce our view that the labor market remains
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MS_Global Economic Briefing The Global 360_20241002

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley
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MS_Tesla Inc_20241002

Ahead of next week's 10/10 'We, Robot' event in Los Angeles we
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GS--F1Q25 Earnings Review: Several puts and takes in F1Q

We see several puts and takes as we step away from NKE’s F1Q25
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Payloads and Payrolls-Global Daily

Market commentsMarkets remain concerned by developments in the Middle East. This morning oil prices were
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