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Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account
海外研报

preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration

POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions
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JPM_G10FX_20241023

Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced
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Market moves continue to follow the drift towards Trump in the betting odds

US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,
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GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee

Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent
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GS--South Africa: Inflation Moderates in September, In Line with Expectations

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报

GS--South Africa: Inflation Moderates in September, In Line with Expectations02

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
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The Real Risk Is Japan

Japan’s real policy interest rate differential versus the US stands at an unprecedented
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The USD and the US election: the 4% rule

 Polls remain very close ahead of the US presidential election, making it
海外研报

GS--Phone net additions above the Street, with a slight uptick to guidance

Key stock takeaways: We expect the stock to move modestly higher following
海外研报