July 1, 2025 05:22 PM GMT G10 FX Strategy, US Economics and Equity Strategy What Does USD Weakness Mean for the US? Contrary to many investors, we think that USD's weakening trend is at the intermission, not the finale. What are the broader economic and market implications of a net 20% USD decline as we expect? Key Takeaways Please add me to your distribution list. | M | | | | --- | --- | --- | | | | Global Idea | | July 1, 2025 05:22 PM GMT | | | | G10 FX Strategy, US Economics and Equity Strategy | Morgan ...

Citi Research 10 June 2025 US Equity Strategy Where Macro Meets Micro 2025 Outlook: Expect a Volatile Bull Scott Chronert AC Managing Director, US Equity Strategist Scott.t.chronert@citi.com +1 (415) 951-1771 Drew Pettit Director Drew.pettit@citi.com +1 (415) 951-1621 Patrick Galvin, CFA Vice President patrick.galvin@citi.com +1 212-816-5373 See AppendixA-1 for AnalystCertification, Important Disclosures and ResearchAnalystAffiliations Citi Research is a division of Citigroup Global Markets Inc. (the "Firm" ...

12 June 2025 | 11:15AM EDT The Goldman Sachs Group, Inc. Where to Invest Now Tariff Truce (for now) June 2025 David Kostin Chief US Equity Strategist Goldman, Sachs & Co. 1-212-902-6781 david.kostin@gs.com Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 US Equity Market 2 c45a43530f604d12bcb9a82b5aa ...

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for successful short-term investing, highlighting the use of a specific screening strategy to identify stocks with strong fundamentals and positive price momentum [1][2]. Group 1: Stock Performance - Liberty Media Corporation's Formula One Series A (FWONA) has shown a solid price increase of 2.2% over the past 12 weeks, indicating investor confidence in its potential upside [4]. - The stock has experienced a significant price increase of 16.8% over the last four weeks, suggesting that the upward trend is still intact [5]. - FWONA is currently trading at 81.3% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - FWONA holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks with sufficient fundamental strength to maintain their recent uptrends, including FWONA [3][8]. - The article suggests that there are several other stocks that meet the criteria of the "Recent Price Strength" screen, encouraging investors to explore these options [8].

| M | | | | --- | --- | --- | | | | Foundation | | May 5, 2025 09:00 PM GMT | | | | China Equity Strategy Asia Pacific | Morgan Stanley Asia Limited+ | | | | Chloe Liu | | | | Equity Strategist | | | Positions of Active Long-only | Chloe.Liu1@morganstanley.com Laura Wang | +852 2848-5497 | | | Equity Strategist | | | Managers in China/HK | Laura.Wang@morganstanley.com | +852 2848-6853 | | | Morgan Stanley Asia (Singapore) Pte.+ | | | | Kristal Ji | | | Chinese equities saw a meaningful US$5.3bn outflow from ...

Global Markets Strategy 27 Apr 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China/HK Equity Strategy Dashboard | Wendy Liu AC | | --- | | (852) 2800 1087 | | wendy.m.liu@jpmorgan.com | | J.P. Morgan Securities (Asia Pacific) Limited/J.P. Morgan | | B ...

Global Markets Strategy 21 Apr 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China/HK Equity Strategy Dashboard | Wendy Liu AC | | --- | | (852) 2800 1087 | | wendy.m.liu@jpmorgan.com | | J.P. Morgan Securities (Asia Pacific) Limited/J.P. Morgan | | B ...