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Barclays_US CPI Inflation Monitor (September CPI) Recent strength not worrisome, yet_20241010

The September CPI report was stronger than expected, led by core and food inflation.
海外研报

BofA - Hartnett - The Flow Show To Xi, or not to Xi_20241010

Scores on the Doors: gold 26.5%, stocks 18.6%, crypto 12.1%, HY bonds 7.8%, commods
海外研报

BofA_Global Economic Weekly Not so fast (vol II)_20241011

Last week, stronger-than-expected US payrolls led the market to once again reprice the
海外研报

DB--ECB Preview: Pivot point

We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker
海外研报

GS--outflows in Japan ETFs; HFs significantly sold China this week, after recent gains

Foreign (FII) flows / positioning
海外研报

GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line

JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data
海外研报

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains
海外研报

JPM_G10FX_20241011--Europe hion Research Othar

i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts
海外研报

JPM_US Dollar policy in a second Trump presidency_20241010

A recent Bioomberg Businessweek interview with Republicnnpresidcntial mominee Trump
海外研报

MS - Tesla - That’s it_ Disappointing Lack of Detail_20241011

Tesla’s highly anticipated ‘We, Robot’ event demonstrated
海外研报