海外研报

MS--工党获胜

Equity Strategy

See the end pages of this presentation for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As

BofA Securities Equity Client Flow Trends Clients bought last week’s rally

2nd week of equity inflows: Last week, during which the S&P 500 rallied 3.9%, BofA Securities clients were net buyers of US equities (+$2.7B) for a second week

Continue to Tread Cautiously

We lower our global demand growth forecast from 1.2 to 1.1 mb/d, driven principally by China where lower economic growth, EVs and LNG trucking weigh

Precious Metals Trading Desk View

The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as

Global FX weekly What’s next for the USD?

The viewBearish USD but balanced risks near term due to valuation, crowded front-end longs,

GS--NIFTY fell 2% this week; We rolled forward NIFTY target from

Performance: NIFTY fell 2% w/w (MXAPJ: -2% w/w).FMCG led (flat w/w), while PSU banks lagged (-5%).

SocGen - FX Pulse - Weekly FX summary – 9 September

US CPI on Wednesday. Presidential debate between candidates Trump/Harris on Tuesday. ECB f/c to cut 25bp on