海外研报

JPM_Flows & Liquidity Why equity and credit investors got it right while rate investors

While traditionally rate markets were perceived to have been moresuccessfulthan equityor credit markets in anticipating the =

JPM_US Market Intell Morning Briefing_20241016

SPX +0.0%, NDX +0.1%,RTY +0.4%.WTl -28bps at $70.38, NatGas -52bps to $2.49, UKNatGas +58bps to 0.9937,Gold %,D

GS--A stronger capital markets and wealth top and bottom line

MS reported 3Q24 EPS of $1.88 vs GSe/Visible Alpha

GS--First Take: A well-rounded beat in each business

MS reported 3Q24 EPS of $1.88 vs GSe/Visible Alpha Consensus Data at

MS_Thematic Alpha - Conviction into Earnings_20241016

Consensus expectations are for S&P 500 3Q EPS to be up +3% Y/Y on sales

UBS--Range-trading continues

Despite an undersupplied market, platinum keeps range-trading as

september-2024-preliminary-hedge-fund-performance-report

Hedge funds were up on average 1.08% in September underperforming the MSCI World which was up 1.87%.

SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o

◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and

SocGen_On Our Minds US elections approaching and race tightens_20241014

The US elections are scheduled to take place on November 5. The most recent polls

tactical-flow-en-emea-pc-brochure

Flows into UCITS ETPs remained positive last week, with $2.5B of net buying, adding to the $6.6B of inflows from the