海外研报

JPM_EMFX_20250423

Rotational correction tests gap support

Rotation is the lifeblood of a bull marketOnly Technology and Communication Services beat the S&P 500 (SPX) over the first six

The yen carry trade-what if Japaninstitutions decide to unwind?

Public pension funds. lhe GPlF is the big one here, with other smallerfunds believed to generally follow its lead. There's a growing view that theGPIFcould cutforeign bond exposure when it announces its next policy mixin 2025.

GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.

GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,

Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and