海外研报

GS--MSCI EM rose 2% wow amid Fed easing rates

Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in

China optimism exaggerated

Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up

JPM_Interntational Market Intell Morning Briefing_20240927

OVERNIGHT BRIEFEU/US trade: European Equities rose ($XxP 1.2%, $X5E 2 2%) with new ATHs for DAX

JPM_Credit Calls Friday, October 18, 2024

FeatureMedicaid challenges and Implieations for Credit: Supports ELy UW;Donngrading cNe to Neutral

GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy

The bottom line: We expect a muted stock reaction following an in-line quarter, with