海外研报

JPM_Credit Calls Friday, September 27, 2024

FeatureBDC: Revisiting Vlews and Spreads in the Sector: Time to pare donn risk inthe sector but plenty

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

UBS House View

Rates to fall further

Precious Metals Trading Desk View

herein are those of the desk and/or the author only. The publication cannot be considered as

SocGen_Fixed Income Special Rates forecasts_20240927

securities or issuers mentioned in the report, if any. No part of his or her compensation was, is or

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday

GS--Westlife Upgrade, GCPL, China’s Activity Trackers

China Macro - The Politburo sent clear (and louder) easing signals. In the September

The Gathering Storms

Hurricane Helene has strengthened to a to a Category 4 storm ahead of its expected landfall on

GS--Trade Close: Close Options Recommendations for META, ACN, JEF and INTU

We close our recommendation to buy META calls. We close our 18-Sep, 2024

GS--How do UK equities perform when the Pound rises?

Riding risk. The BoE kept rates on hold and sent a slightly