Latin America Equity Research 22 September 2024 J P M O R G A N Iron ore Trimming prices on lower Chinese steel output, but marginal mine curtailments have rebalanced markets | --- | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

ab 20 September 2024 Global Research and Evidence Lab Mortgage Finance Weekly 24% Increase in Refi Applications, Existing Home Sales Decline Americas Diversified Financial Doug Harter Analyst douglas.harter@ubs.com +1-212-882 0080 Cory Johnson Associate Analyst cory.johnson@ubs.com +1-212-882 0078 William Nasta Associate Analyst william.nasta@ubs.com +1-212-713 3011 Marissa Lobo Analyst marissa.lobo@ubs.com +1-212-713 3922 MBS Spreads: Nominal Agency MBS spreads (current coupon vs. 5/10-year Treasury) tight ...

ab 20 September 2024 Global Research and Evidence Lab Sustainable Transition APAC positioning for a rate cut cycle Sustainable Transition Investment Strategy Toolkit As a reminder, the Sustainable Transition Investor Toolkit encapsulates how we identify the most attractive sustainable investing opportunities. It is made up of four key toolkits: 1) a 450+ technology solutions Thematic Framework; 2) a systematic Thematic Assessment to determine the most attractive themes; 3) a proprietary Theme Stock Universe ...

September 22, 2024 11:45 PM GMT M Update Investor Presentation | Asia Pacific Social Dynamics Indicator and Policy Tipping Point Morgan Stanley Asia Limited Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 Jenny Zheng, CFA Economist Jenny.L.Zheng@morganstanley.com +852 3963-4015 Related Report: Bull vs. Bear: Social Dynamics Indicator and Policy Tipping Point (20 September 2024) For important disclosures, refer to the Disclosure Section, located at the end of this report. 2 Intro ...

Deutsche Bank Research 7T2se3r0Ot6kwoPa North America United States Industrials Multi - Industry & Electrical Equipment Industry DeBLASEing the Trail Date 22 September 2024 Industry Update The First (Fed) Cut Is the Deepest? | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------- ...

Europe Equity Research 23 September 2024 J P M O R G A N Source: Company reports. Source: J.P. Morgan. European Autos Global Truck / Construction Equipment Monthly (Sep'24): Mixed leading indicators | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

M Update Greater China IT Services and Software | Asia Pacific September 22, 2024 08:09 PM GMT MIIT Industrial IT Localization Policy and Xinchuang Rally Greater China IT Services and Software Asia Pacific Industry View Cautious A-share software and IT sector boosted by IT localization theme recently. We recommend avoiding Xinchuang theme before financial contribution is more visible given poor track record. MIIT's new policy on industrial IT localization requiring 2mn sets of industrial software licenses a ...

M Update China Autos & Shared Mobility | Asia Pacific September 22, 2024 08:11 PM GMT What are investors focused on? Investor interest in the auto sector rose following the recent bounce, but most are struggling to discern between beta-driven and idiosyncratic moves. A seasonal rally may take place but macro groundwork still looks fragile. Sector discussion Rising interest at both the single stock and sector level on both the long and short sides... China's auto sector has been unloved throughout most of th ...

North America Equity Research 22 September 2024 J P M O R G A N Apple Product Availability Tracker: Lead Times Expand Suggesting Healthy Demand, Albeit Softer on Higher End Than Last Year Overweight AAPL, AAPL US Price (20 Sep 24):$228.20 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

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