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MS_Modest rebound in jobs, easing coming ... probably 25bps

Payrolls rose 142k; private payrolls rebounded to+118k, but revisions for two months were notably negative. The unemployment rate fell by a rounded tenth
海外研报

MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007

We upgrade cyclicals to OW vs. defensives following Friday's
海外研报

GS--聚焦亚洲 中国：近期刺激和消费常⻅问题

海外研报

UBS The CEO Macro Briefing Book 4Q24

海外研报

Nomura_Markets have increasingly priced in a Trump win_20241106

海外研报

HSBC_Europe macro tracker Resilience_20241106

海外研报

GS Simon Property Group (SPG)_ 3Q24_ Core RE strength and potential OPI sale near term

海外研报

BofA_High Frequency Monitor Equity response to fewer cuts_20241118

海外研报

SocGen_The Systematic Investor Report Mixing carry and value styles in currencies_20241125

海外研报

Citi_Equity Markets Positioning Model The US-Europe Positioning Gap Widens_20241202

海外研报