海外研报

JPM_G10FX_20241011--Europe hion Research Othar

i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts

JPM_EMFX_20241011--Europo hon Repearch Other

LS cPl prrled hghor han oogpecb0d yesdayb.t amp in the hntal johass ciaims number saw a m

JPM_Credit Calls Friday, October 11 2024

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

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains

GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line

JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data

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