海外研报

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

JPM_Equity_Strategy_Fadi_2024-09-30

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

Barclays_Tesla, Inc_20241002

We believe investors were likely expecting a more robust beat,

GS--Middle East escalation implications, even more China policy

Middle East: escalation implications

Barclays_Equity Strategy Market Review_20241004

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

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.