海外研报
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GS--A transition period for reserving: Initiate on Munich Re (Buy
Reinsurers have seen strong 2023 returns continue into 2024The reinsurance subsector’s RoE has been below its cost of equity in four of the last
海外研报
2024年09月19日
GS--Cross-checking views on inventory levels across end markets
Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion
海外研报
2024年09月19日
GS--Global Markets Daily: What drove THB’s recent outperformance in EM FX an
The Thai Baht (THB) has been one of the best performing emerging market ncurrencies over the past three months. Beside the decline in the broad USD and
海外研报
2024年09月19日
GS--Global Tech: Smartphone updates: Tri-fold phones launched; rising
Tri-fold phones launched: Huawei mate XT was launched on 11 Sep with startingprice at Rmb19,999 (US$2,819). We see leading smartphone brands launching more
海外研报
2024年09月19日
japan-insights-is-japan-multifamily-still-attractive
Is multifamily still an attractive investment in this
海外研报
2024年09月19日
JPM - trading the easing cycle
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月19日
JPM_Credit Calls Wednesday, September 18, 2024
It is easy to be wise after the event, We attended the World Chemicals Forum inHouston hosted byChemical Market Analytics (OPiS) last week, The general tonewas relatively bearish in our view with recent (and planned) capacity expansionefforts and
海外研报
2024年09月19日
JPM_International Market Intell Morning Briefing_20240918
OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
海外研报
2024年09月19日
PM_US18Sep24
duce the funds rate by 25bp today, followed by 50bp easings at the November and December meetings, as
海外研报
2024年09月19日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
