海外研报

JPM_US Market Intell Afternoon Briefing_20241021

SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to £1.0015,

GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers

We examine the changing retail landscape in Australia amid: 1) the re-acceleration of

Top of Mind_ Post-election economic policies

With all eyes on the fast-approaching US election amid a close race between two

GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)

Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n

GS--US Week Ahead: October 21 - October 27

Monday, October 21There are no major economic data releases scheduled.

What drives US voters?--US special

We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net