Europe Equity Research 11 October 2024 J P M O R G A N EMEA Metals & Mining Weekly wrap - Orders of Magnitude: China stimulus vs US tariffs. Reduce exposure to European Mining & Steel pre-US election | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Contents Global Emerging Markets Research 11 October 2024 J P M O R G A N EM Flows Weekly Keep on rolling: EM bond fund inflows continue ahead of the US election EM Flows Weekly includes fund flow data, non-resident EM portfolio flow data, weekly retail fund flow models, EM-dedicated retail bond fund beta trackers, and historical cross-asset fund flows. • EM bond flows were +$803mn (+0.20% of weekly AUM, ↑ from +$539mn); EM equity flows were +$9.8bn (+0.69% of weekly AUM, ↑ from +$7.2bn). • YTD flows to EM ...

中国股票有吸引⼒但投资 管理⼈在美国⼤选前保持谨慎 portrait before an interview with Reuters in New York City · Reuters 柯桂清 2024 年 10 ⽉ 15 ⽇星期⼆下午 1:20 MDT 2 分钟阅读 纽约（路透社）⼀位投资顾问表⽰，公募和私募基⾦的资产经理认为，某些中国股票的交易价格很有吸引⼒，但由 于即将到来的美国⼤选的不确定性，他们⽬前还不会买⼊。 加州教师退休系统（CalSTRS）前⾸席投资官克⾥斯托弗·艾尔曼（Christopher Ailman）表⽰，中国是他上周在 300 俱乐部为⼗ 多位基⾦经理举办的例⾏讨论的焦点。300 俱乐部在其⽹站上⾃称是⼀群顶尖投资专业⼈⼠，旨在提⾼⼈们对当前投资问题的认 识。 该⼩组由来⾃全球投资基⾦的代表组成， 法国资产管理公司 Amundi 管理着 2.16 万亿欧元，加拿⼤养⽼⾦计划管理着 6,323 亿美元。 当联系到该组织的⼀位代表时，他表⽰没有什么可补充的。 艾尔曼表⽰，尽管此次谈话的本意是讨论如果以⾊列和伊朗之间的紧张局势恶化，投资者将⾯临的⻛险，但当投资 者意识到伊朗出⼝的⽯油⼤ ...

Global Emerging Markets Research 10 October 2024 Emerging Markets Outlook and Strategy Neutral across EM fixed income into an uncertain US election | --- | |----------------------------| | | | Luis Oganes AC | | (44-20) 7742-1420 | | luis.oganes@jpmorgan.com | | J.P. Morgan Securities plc | | --- | |---------------------------------| | | | Jonny Goulden AC | | (44-20) 7134-4470 | | jonathan.m.goulden@jpmorgan.com | | J.P. Morgan Securities plc | l See end pages for analyst certification and important disclo ...

Deutsche Bank Research 7T2se3r0Ot6kwoPa North America United States Economics US Economic Perspectives Date 10 October 2024 A practitioner's guide to forecasting in unprecedented times Executive Summary: This report presents an analytical review of one of the most challenging and intense – indeed frightening – five-year episodes in US economic history: the Covid 19 pandemic and its aftermath. Our review is written through the lens of practitioners who served on the front lines of macroeconomic forecasting, ...

M Idea Clean Tech | North America October 10, 2024 10:23 PM GMT | --- | --- | |-----------------------------------------------------------------------------------------|-------| | | | | Morgan Stanley & Co. LLC | | | Andrew S Percoco Equity Analyst Andrew.Percoco@morganstanley.com +1 212 296-4322 | | | Stephen C Byrd Equity Strategist Stephen.Byrd@morganstanley.com +1 212 761-3865 | | | Ariana Salvatore Strategist Ariana.Salvatore@morganstanley.com | | | David Arcaro, CFA Equity Analyst David.Arcaro@morgans ...

M Idea Podcast | Thoughts on the Market | North America October 10, 2024 01:37 PM GMT U.S. Elections: The Outlook For Asia Our Global Head of Fixed Income and Thematic Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss how the upcoming U.S. elections might impact economic policies in Asia. Play Audio Collection Podcast Series Today's VVebcasts Your daily guide to all Morgan Stanley Research's Webcasts & Conference Calls Morgan Stanley does and seeks to do business with companies covered in ...

M Update | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

所以大家都拼命的在甩货之前甩货所以就是从6月份之前他那个货只能6月份之前进6月份之后你就不能进了就是你必须要符合美国这种供应链6选4你才能进到美国来6月份之前你进的那些货要到甩月3号你要装上在这之前导致好多大公司他从6月份之前他就 从那个啥就是当时Cosell不是4月25号提出那个petition嘛就是然后就说是你们要你们要就是要加税了什么反倾销又是这个ADCD这块又要加上嘛所以他们就6月份之前从从东南亚那个四个国家就就把自己的那些库存全都转到美国本土这块来了所以说钱就是2亿之前就9月12号之前开这个2亿美国2亿之前然后就是价格的话就是包括这些就是不符合条件的这种 不符合他供链条件的组件也都是在就是大厂的组件基本上都还在两毛三两毛二就差不多但是开完二亿之后啊有个公司就开始砸盘了你知道吗有个公司叫润阳的嘛直接就就因为润阳他在美国他当时我不知道是什么原因他当时压了很多库存然后就是这部分库存就是不符合美国这种供链管理的要在12月3号之前装上嘛因为他大家销不出去了他就开始硬在卖 压低价格直接就降到一毛钱了知道吗就这一部分这种旧的普通话直接降到一毛钱对 降到一毛钱你就想这个力度很大的人家本来两毛二子卖的挺开心的大家都还 ...

Morqan Stanley October 7, 2024 12:06 PM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum US Elections – Global Economic and Market Implications of Tariffs October 7, 2024 Vishwanath Tirupattur – Chief Fixed Income Strategist | Strategist Ariana Salvatore – US Public Policy Strategist | Strategist Arunima Sinha – Global Economist MORGAN STANLEY & CO. LLC Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware t ...