M Update EM Fixed Income Flows Update | Global December 6, 2024 12:14 PM GMT Where Supply Meets Demand EM flows: EMDD funds saw outflows worth US$288m this week versus outflows of US$2.7bn in the previous week. • Hard currency fund outflows fell notably to US$733m from US$2.3bn in outflows in the prior week. Sovereign fund flows were nearly flat again at US$62m in outflows while corporate funds saw fund outflows drop to US $415m from US$2.2bn in the prior week. ETFs turned back to outflows of US $135m from ...

6 December 2024 | 12:21PM EST Weekly Fund Flows Demand for Short Duration Global fund flows, week ending December 4 n Flows into mutual funds and related investment products slowed but remained positive across equities and bonds. n Net flows into global equity funds were more subdued in the week ending December 4 (+$8bn vs +$29bn in the previous week). Flows into US equities were smaller but remained positive. Meanwhile, outflows from Western Europe equity funds grew. In EM, outflows from mainland China wer ...

Global Macro Research December 2nd, 2024 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets | Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See end pages for analyst certification and important disclosures, including investment banking relationships. .JPI Overall summary US Rates We project 100bp of further easing by 3Q25 with the Fed funds rate target range troughing at 3.5-3.75%, which supports lower yields and steeper curves ...

M Update Hon Hai Precision | Asia Pacific December 2, 2024 03:46 AM GMT Our Take on the GB200 Server Rack Delivery and Order Trend What's new? Commercial Times reported today that Microsoft has cut its GB200 server rack orders by 40% and transferred part of the orders to GB300 server racks. This is because GB200 mass production will likely be delayed into March 2025 due to technological bottlenecks for cartridge connector design. Digitimes also reported today that xAI has placed an order for 1,600 GB200 ser ...

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Jefferies USA | Aerospace & Defense Electronics Equity Research $ 7 $ 9 $ 4 $ 9 2 % 0 % 1 % 6 % 9 % 9 % 5 % 9 % 0 % 7 % 9 % 8 % 3 % | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

18 November 2024 | 4:59PM EST 2025 US Equity Outlook: The Art of the Deal We forecast the S&P 500 index will rise to 6500 by year-end 2025, reflecting an 11% price gain from the current level and 12% total return with dividends. Our view is predicated on continued US economic expansion, earnings growth of 11% in 2025 and 7% in 2026, and a forward P/E multiple of 21.5x at the end of next year, a 1% compression from the current P/E of 21.7x. Our projected return would rank in the 46th percentile of the histor ...

_ Global FX Trader Election Detection Our thoughts on USD, EUR, CNY, JPY, GBP, NZD, CEE & NOK n USD: Is the elephant in the room already? The debate this week has ranged from whether markets are already almost fully pricing a Republican victory to whether all of the recent moves can be attributed to economic news. We think there is certainly some tariff premium in FX markets but acknowledge a mix of macro factors in the US and abroad can likely account for most of the Dollar's strength this month, with the ...

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