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Weekly HF Highlights:Am and China, Continue to Buy Japan; Performance Strong as HFs s

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro
海外研报

GS--First Take: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer

Bottom line: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer.
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JPM_EMFX_20241024

SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not
海外研报

JPM_G10FX_20241024

Disappointed that I had cut my USD longs yesterday, which was once again on the front footand this saw AUDUSD fall ~1%
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Japan, the Elections and the BOJ

USD/JPY runs the risk of trading at 155 again as the BOJ backs away from the
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Michael Every - Early Voters Favouring Trump

The partial data from US early voting underway trumps opinion polls given this is what
海外研报

MS_European Equity Strategy - Stock Screens Into US Elections_20241023

Following our recent virtual trip to Washington DC & leveraging
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MS_Japan Equity Quantitative Strategy (Oct 2024) - Prefer Net Buyback Yield - Optimal

For seasonal reasons it is easier to increase share buybacks at 1H
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MS_US Equity Strategy - Small Caps, Are We There Yet_ – Chartbook_20241022

We recently upgraded Small caps to neutral vs Large caps after a persistent 3½ year period ofunderperformance. This
海外研报

Must Read - A Nuclear Renaissance for SMRs

Key TakeawaysFollowing several high profile nuclear power announcements involving large tech
海外研报