海外研报

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-

GS--Solid leadership stance securing its long term growth outlook001

Strength from AI continues to lead the growth

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP

Asia FX Weekly - China Q3 and September data give some positiveness to the market

Several factors are working on global markets. In addition to traders’ dial back on