海外研报

BofA - Hartnett - The Flow Show Supermarket Sweep_20241018

Scores on the Doors: gold 29.9%, crypto 23.0%, stocks 19.2%, HY bonds 8.0%, cash

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

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

Strength from AI continues to lead the growth

Belly looks cheap--Belly looks cheap

The intermediate sector has cheapened from rich levels in the summer. The 2-5-

Barclays_ETF Compass Chipping away_20241017

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

Japan economic update_ 2024-29 economic scenario

2024: negative growth

BofA_ASML Holding N.V_20241016

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

JGB Strategy

(1) Outlook for yen rates following recent advance

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

JPM_EMFX_20241011--Europo hon Repearch Other

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