海外研报

JPM_Credit Calls Wednesday, October 02, 2024

No,1: Long RTY versus short USD HY cash rates hedged, US HY cashspreads bave rallied to their

GS--Weekly Fund Flows Foreign Flows Join In

Global fund flows, week ending October 2

Jefferies - Chris Wood - Tail wags dog_20241003

If anybody needed reminding that geopolitics remains the main risk to markets at present,

GS--UK Banks — ROE, Rates and Returns to shareholders

FTSE 350 Banks and especially UK domestic banks

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.

UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize

UBS_Nike Inc_20241002

Two reasons we don't think it's time to buy Nike…

GS--Vietnam: An Upside Surprise in Q3 GDP and Moderation in Headline Inflation

Bottom line: Vietnam’s real Gross Domestic Product (GDP) growth rose to 7.4% yoy

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong

MS_October 4

Resoundingly strong US employment report; USTs bear-flatten