海外研报
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MS - How Much Would a 28% Corporate Tax Rate Lower EPS
We assess the EPS impact of a potential proposal to increase the corporate tax rate 7ppt from 21% to 28%, with a median
海外研报
2024年09月11日
GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand
The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent
海外研报
2024年09月11日
GS--US Election Monitor: September 10 Update (Phillips/Krupa)
White HouseWhere things stand: Vice President Harris leads former President Trump by around
海外研报
2024年09月11日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月11日
BARCLAYS--US Credit Alpha Tone shif
This week, we highlight the influence systematic investing hashad on debt-equity relationships, forecast fund flows for
海外研报
2024年09月12日
GD--ARE BONDS DONE ALREADY?
We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s
海外研报
2024年09月12日
GD--TRUMP-HARRIS DEBATE HAS A 'WINNER' - WHAT NEXT?
Betting markets have, by and large, declared Vice President Kamala Harris the victor of the first combativeTrump-Harris presidential debate (Polymarket, +6pp / PredictIt +8¢ to Harris) – but how much will this matter?
海外研报
2024年09月12日
MS_Signals, Flows & Key Data_
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
海外研报
2024年09月12日
