海外研报
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japan-insights-is-japan-multifamily-still-attractive
Is multifamily still an attractive investment in this
海外研报
2024年09月19日
JPM - trading the easing cycle
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月19日
JPM_Credit Calls Wednesday, September 18, 2024
It is easy to be wise after the event, We attended the World Chemicals Forum inHouston hosted byChemical Market Analytics (OPiS) last week, The general tonewas relatively bearish in our view with recent (and planned) capacity expansionefforts and
海外研报
2024年09月19日
JPM_International Market Intell Morning Briefing_20240918
OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
海外研报
2024年09月19日
PM_US18Sep24
duce the funds rate by 25bp today, followed by 50bp easings at the November and December meetings, as
海外研报
2024年09月19日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI
Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -
海外研报
2024年09月20日
BofA_US Watch September FOMC meeting- A hawkish 50_20240918
A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,
海外研报
2024年09月20日
Utilities_ REStart_ An alternative returns framework to enhance renewables valuations
Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
海外研报
2024年09月20日
GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk
Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
海外研报
2024年09月21日
