海外研报

Supply and Cash Flow Monitors

 EUR22.5bn gross supply and EUR0.9bn net supply on the back of bigBTP redemptions and Bunds coupons. On offer new 10Y Bund, Green Bunds tap, LT OAT, SPGB (new 7Y) /

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

UBS--Get Ready – for interest rates, elections, and volatility

he US presidential election and tensions in the Middle East can lead to

UBS--China’s policy pivot gathering momentum

meeting to focus entirely on economics, just two days

JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.

Barclays_China stimulus Incremental vs bazooka_20240927

September's Politburo meeting reinforced expectations that

JPM_G10FX_20241011--Europe hion Research Othar

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

UBS--Chinese government bonds

The PBoC announced further measures to support the property

GS--Global Views: The Data Have Spoken

1. We have cut our 12-month US recession probability back to the unconditional

Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus

Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This