海外研报

JPM_US Weekly Prospects_20241004

A strong September jobs report put the soft landing

JPM_EMFX_20241011--Europo hon Repearch Other

LS cPl prrled hghor han oogpecb0d yesdayb.t amp in the hntal johass ciaims number saw a m

BofA_Rates Technical Advantage Soft landing promotion_20241014

In June 2024 we discussed four landing paths’ the US 10Y yield may follow in 2H24. We

BofA - Hartnett - The Flow Show Supermarket Sweep_20241018

Scores on the Doors: gold 29.9%, crypto 23.0%, stocks 19.2%, HY bonds 8.0%, cash