海外研报

JGB Strategy

(1) Outlook for yen rates following recent advance

Barclays_ETF Compass Chipping away_20241017

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

Belly looks cheap--Belly looks cheap

The intermediate sector has cheapened from rich levels in the summer. The 2-5-

GS--Solid leadership stance securing its long term growth outlook001

Strength from AI continues to lead the growth

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP

Asia FX Weekly - China Q3 and September data give some positiveness to the market

Several factors are working on global markets. In addition to traders’ dial back on

UBS--Asian ex-Japan equities_en_1625883

Macro-wise, regional inflation should remain subdued. Cash rates

BofA - Hartnett - The Flow Show Supermarket Sweep_20241018

Scores on the Doors: gold 29.9%, crypto 23.0%, stocks 19.2%, HY bonds 8.0%, cash

BofA Monthly HF Update September 2024

A green sweep: All strategies were positive for September, led by Equity L/S at 2.7%, followed

BofA_Automotive Industry Weekly automotive pit stop_20241018

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important