海外研报

FX Fair Value Update--USD long-term fair value recovers in Q224

The USD saw its long-term fair value increase across the board in Q224

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9

GS--with NII and expense guidance largely reiterated

WFC reported 3Q24 EPS of $1.42, better than Visible Alpha Consensus

Week 4 October – 10 October

• Mixed week for XCCY markets. EURUSD and USDJPY XCCY saw better offering flows

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes

We expect the following themes to be on display in Amazon’s Q3’24

BofA_ASML Holding N.V_20241016

Sobering update; cutting ests; PO cut to €870; Buy

Japan economic update_ 2024-29 economic scenario

2024: negative growth

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-