海外研报

JPY Weekly - 15 October 2024

The USD/JPY opened the week at 148.78. The pair tested 149 early in the Tokyo

JPM_US Market Intell Morning Briefing_20241016

SPX +0.0%, NDX +0.1%,RTY +0.4%.WTl -28bps at $70.38, NatGas -52bps to $2.49, UKNatGas +58bps to 0.9937,Gold %,D

JPM_Flows & Liquidity Why equity and credit investors got it right while rate investors

While traditionally rate markets were perceived to have been moresuccessfulthan equityor credit markets in anticipating the =

JGB Strategy

(1) Outlook for yen rates following recent advance

EM EMEA Weekly--Chinese stimulus adds impetus to EM prospects

Macro focus: Our constructive EM view in 2024 has been predicated on three

China_commodity_trade_data_September_2024

China’s commodity imports were strong in September as restocking continued.

BofA_Rates Technical Advantage Soft landing promotion_20241014

In June 2024 we discussed four landing paths’ the US 10Y yield may follow in 2H24. We

BofA_Morning Market Tidbits The hurricane impact_20241015

US Economics: The hurricane impact

BofA_Market Analysis Comment Key indices and indicators heading into the election_20241015

SPX bullish: Cup and handle counts to 5930 and 6180

BofA - Harnett - Global Fund Manager Survey Bull Charge_20241015

Bottom Line: the biggest jump in investor optimism since Jun'20 on Fed cuts, China