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globalinvestmentstrategy102124
Asset Allocation Spotlight: The economics of natural disasters ...
海外研报
2024年10月23日
GS--Reflation divergence: US exceptionalism continues
Risk appetite continued to pick up last week, with our Risk
海外研报
2024年10月23日
Japan_ simulation of a risk scenario coalition government losing its majority
This is a simulation of a risk scenario in which the LDP loses a significant
海外研报
2024年10月23日
JPM_Commodity Market Positioning and Flows_20241021
The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o
海外研报
2024年10月23日
JPM_Credit Calls Tuesday, October 22, 2024
High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi
海外研报
2024年10月23日
JPM_Cross Asset Volatility Machine Learning Based Trade Recommendations_20241021
We updated model performance recently,highlightingsignificantimprovements afer adding the Vol Surface model given its low
海外研报
2024年10月23日
GS--Generally in-line qtr; is decelerating growth enough relative to valuation?
Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well
海外研报
2024年10月23日
GS--MercadoLibre Inc. (MELI): Local media reports potential interest in acquiring Linx
On Oct 21, Brazil Journal reported that MercadoLibre could be potentially interestedin acquiring Linx,
海外研报
2024年10月23日
GS--MIS revenue outperforms on strong debt issuance, mitigated by mixed MA performance
We expect investors to have a positive reaction to Moody’s 3Q 2024 earningsrelease,
海外研报
2024年10月23日
MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?
Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,
海外研报
2024年10月23日
