海外研报

JPM - Meta Platforms_20240926

Meta Connect highlighted continued progress across the company’s Alambitions, which are

JPM_Credit Calls - Thursday, September 26, 2024

KB Home: ln Line Q3, Soft Margins, Remain Overweight on Rising StarCandidacy Ãdyiun Chandar)

JPM_Telecom_Argentina_Fe_2024-09-25

Earlier today, Telecom Argentina held an Investor Day in New York, which we

MS_China Equity Strategy - Stock Market Support Actions Announced;

Surprise market support measures by the PBOC should help

MS_September 25

Riksbank cuts by 25bp; USTs cheapen led by the belly; long-end

SNB — Delivers a 25bp Cut and Adopts Easing Bias

BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

GS--Strategy Espresso_ Q&A on rising recession risk for European equities

We have received questions about the weak PMI data combined with a cautious

The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning

Following Tuesday’s presser(see my previous notes for more details) which sent

GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region

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