海外研报
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JPM_US Market Intell Afternoon Briefing
US: Stocks rebounded from last week's selloff, There was no particular catalyst behind today'srally given the relatively quiet macro calendar. The recovery today was fairly broad-based: 83% ofthe SPX stocks closed in the green with all 11 sectors
海外研报
2024年09月10日
JPM_Japan_Equity_Strateg
Following the release of US employment data September 6, the yen strengthened to the ¥142/$ level and Nikkei 225 futures fell more than 3% over the weekend. Japanese
海外研报
2024年09月10日
JPM_Flows & Liquidity What do markets expect ahead of the US jobs report
Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
海外研报
2024年09月10日
US--Highly anticipated jobs report offers no definitive signal for September FOMC
The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.
海外研报
2024年09月10日
MS--PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively Small
Weekly HF Highlights:PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively
海外研报
2024年09月10日
GS--Global equities lost 3.7%, Cyclicals vs
Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator
海外研报
2024年09月10日
GS--Global FX Trader Check Your Speed01
USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with
海外研报
2024年09月10日
FF--Everything as it should b
Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
海外研报
2024年09月10日
GS--Inflection in volumes on the horizon; eyes on the German market over H2
German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
海外研报
2024年09月10日
DU--CitiFX Wire - DeskTalk
USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but
海外研报
2024年09月10日
