海外研报

JPM_Credit Calls Friday, October 11 2024

The Becing story has become inereasingly complex, The company isoverhauling its

Week 4 October – 10 October

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

GS--with NII and expense guidance largely reiterated

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

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9

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--Estimating 0.24% for September Core PCE

BOTTOM LINE: September core CPI rose 0.31% month over month, above

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government

GS--Financial Account Showed Sizeable Outflows

Bottom Line: The current account balance improved from a surplus of US$0.8bn

GS--The BOK has Started the Post-Pandemic Easing

The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to

GS-- cross-strait stocks underperformed

Performance: MSCI/All Taiwan +4.2%/+2.3% this week,