海外研报
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VP’s Tactical Outlook 3.0 - One Number
“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the
海外研报
2024年09月11日
What's wrong with slow agony?
Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .
海外研报
2024年09月11日
MS--Global Macro Strategist Super Size Me
August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor
海外研报
2024年09月12日
BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01
1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
海外研报
2024年09月12日
CITI--Strategy for Uncertainty? Raise Quality Key Tak
The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
海外研报
2024年09月12日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
海外研报
2024年09月12日
