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BofA_Global Economic Weekly Jobs, cuts, and risks_20241004

Following the Fed’s pivot to the labor market, all eyes are set on US non-farm payrolls
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BofA_Federal Reserve Watch No need for another 50_20241004

Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably
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BofA_Asia Economic Weekly India- FX Reserves Up, up and away_20241004

This week in focusAnother eventful week for markets in Asia. China entered the Golden Week holiday with
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BofA - Savita Subramanian - US Performance Monitor What seasonality_20241001

S&P 500 defies gravity in the seasonally weakest month
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BofA - Hartnett - The Flow Show Q4 Pain Trades & Inflections_20241003

Scores on the Doors: gold 28.3%, stocks 18.2%, crypto 12.3%, HY bonds 8.5%,
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BoE—A Dovish Shift in the Debate, Supporting Our Forecast for Sequential Cuts

BOTTOM LINE: The latest commentary from the MPC indicates that the debate on
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JPM_Equity_Strategy_Fadi_2024-09-30

Last week’s rally, induced by a fresh round of China stimulus, has arrested the
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Barclays_Tesla, Inc_20241002

We believe investors were likely expecting a more robust beat,
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GS--Middle East escalation implications, even more China policy

Middle East: escalation implications
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Barclays_Equity Strategy Market Review_20241004

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