海外研报

Jefferies - Chris Wood - Alternative narratives and Trump rising_20241017

GREED & fear’s base case is that a Federal Reserve easing cycle has begun and that, in the

JPM_Cryptocurrency Markets_20241018

U.S. Spot Ether ETP FlowsWe estimate U S, spot ether ETPs preliminary net sales of $49mn on TharsdayCetober 17,

GS--KOSPI stayed flat amid sustained foreign outflows ahead of Q3 earnings season

KOSPI stayed flat amid sustained foreign outflows ahead

GS--Q3’24 Earnings Review: Solid Operating Results Maintain Investor Momentum on Key Themes

Netflix reported a solid Q3’24 earnings report driven by

UBS--Chartset Global Listed Investment strategy

2020 was characterized by extreme volatility giveneconomic lockdowns imposed by

GS--with large caps outperforming further

Performance: MSCI/All Taiwan +3.1%/+2.2% this week,

GS--The data, the budget and the UK market

Activity remains solid: The Labour Force Survey (LFS)

USD: Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

UBS--Weekly - Regional View Swiss_en_1625867

The current geopolitical uncertainty contrasts sharply with a generally