海外研报

JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,

GS--US Week Ahead: October 7 - October 13

The key economic data release this week is the CPI report on Thursday. There are

Weekly commentary--Our anchor in choppy markets

Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.

Financial Capital Navigator

The instruments on this list are only suitable for sophisticated investors with

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

Bank_of_Korea_kicks_off_a_gradual_easing_cycle__1

The Bank of Korea’s (BoK) decision today to deliver a hawkish 25bp cut

Barclays - Joseph Abate - US Money Markets - Monthly Update_20241007

• Rate pressure reflects congested dealer balance

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.