海外研报

JPM_EMFX_20250617

Emerging Market Weekly Pulse

The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,

Cross Asset StrategyWhere is the bottom?

Have we seen the worst of it? We rewiew the history of bottaming signals,which suggest there is rnore pain to come.

Still Like Macau Gaming, Though More BB Than B

The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were

HFs Sellers of N. Am Equities Despite Market Breadth Improving

Volumes remained lower ahead of the holiday weekend, however the market posted notable signs of improving breadth as the equal

GS--Microsoft Corp. (MSFT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Microsoft’s CTO Kevin Scott as part of our Communacopia+ Technology conference.

Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,

Key takes: 1. Event critical in outlining plan for next phase of