海外研报

GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI

Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -

GS--Recent Export Trends in Asia—Moderation Continues

Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained

EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite

Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global

GS-- Export Volume Remains on YoY Decline Since Early 2024

BOTTOM LINE: Export value growth slowed to -1.7% yoy in September, from

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,

SocGen - FX View - Two weeks of intense uncertainty lie ahead!

The dollar is down against all the other G10 currencies this morning (marginally, in some