海外研报

JPM_Oil Markets Weekly This time, it feels different_20241004

We assume that attacking Iran’s energy facilities would not be Israel’s

JPM_Global Data Watch_20241004

US data show high-for-long soft-landing scenarios are underappreciated

GS--European Week Ahead: October 7 - October 13

The key data releases this week include industrial production across the Euro Area,

DB_Thematic Research - Next week... This week_20241004

The main data release out next week will be the US CPI for September on

DB_Investor Positioning and Flows - Five Considerations For A Catalyst Rich Month_20241004

This month brings a plethora of potential catalysts with the ongoing geopolitical

GS--Asia-Pacific Growth Monitor_ Manufacturing deceleration

This publication summarizes regional and country-specific growth data across

GS--Week 39 Wrap - A new wave of easing; Transactions surged

Key highlights for the week:

GS--China A-shares_ 3 thematic trends_ SPE in Semis

We are positive on China A-shares under coverage, and identify three thematictrends:

BofA_Stock Flash Bullish BWXT, ORLY, UNH and VZ. Bearish MFIC and NVO_20240927

BWX Technologies (BWXT): Bullish triangle targets 125