JPMorgan
Wednesday FAQs... Flows， $NFLX $MSFT $CART $APP $SPOT $TMUS
CIO Survey； Buyside Bars $AMD $CDNS $KLAC $LRCX $QCOM $SNPS $FLEX $JBL  $T
EM Flows Weekly：No tariffs， just tension，EM bond outflows accelerate during Tru
EMEA Metals & Mining Weekly Wrap：Week 1 of Trump 2.0_US tariffs， CNY， & China s
Energy InfrastructureMLPs Weekly：Midstream Lags； Midstream Valuations Remain At
Enterprise Software：Deep Dive into Agentic AI and Its Impact on the Software De
FX Outlook：Tariff purgatory
North American Utilities Weekly：Utilities Underperform； NE Utilities Forum Take
Supply and Data Outlook：Supply and redemption outlook for next two weeks （excel
#AUFI AU Small Finance Bank $AUFI Operating beat but credit headwinds cloud near_te
#SPOT Spotify $SPOT Spotify and UMG Announce New Multi_Year， Multi Faceted Agreemen
#UNSP United Spirits Limited $UNSP Steady growth outlook； margin gains to moderate
Capital Goods Today： 27 January 2025
#CAPS CapitaLand Ascott Trust（ $CAPS ： 2H24 briefing takeaways
#CDLT CDL Hospitality Trusts（ $CDLT 2H24 briefing takeaways
China Metals Activity Tracker：Starting 2025 copper， aluminium & zinc inventorie
Clean Energy Weekly Tearsheet； Global Outlook Webinar Today； Into the 4Q Prin
#COLB Columbia Banking System $COLB 4Q24： Few Surprises with 2025 Outlook as Top Li
#EA Electronic Arts $EA Closer Look at FC Trends；Temporary or Longer_Term Issue？
Equity Strategy What can drive a sustained narrowing in the Eurozone discount？
#FCNCA First Citizens BancShares， Inc. $FCNCA 4Q24： Robust 2025 Outlook and Strong S
Global Alternative Energy 2025 Outlook
#HCA HCA $HCA What You Need to Know from HCA’s 4Q Earnings Call
Hypera（To Buy The Dip？ “Normalization” May Be Faster Than Expecte
Medical Devices：Top 3 Things To Know In MedTech
#MIDD Middleby Corp $MIDD FAQs Post the Activist News
#OGN Organon $OGN 2025 Preview–Lowering Estimates On FXLOE Headwinds
#SATG Sartorius Group $SATG 4Q’24 Consensus Comparison： JPMe 3％ ahead on ul EBITDA
#TEVA Teva Pharmaceuticals $TEVA 2025 Preview _ Strong Branded Outlook Partially Of
#NFLX #MSFT #CART #APP #SPOT #TMUS #AMD #CDNS #KLAC #LRCX #QCOM #SNPS #FLEX #JBL #T