海外研报

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday

GS--Westlife Upgrade, GCPL, China’s Activity Trackers

China Macro - The Politburo sent clear (and louder) easing signals. In the September

The Gathering Storms

Hurricane Helene has strengthened to a to a Category 4 storm ahead of its expected landfall on

GS--Trade Close: Close Options Recommendations for META, ACN, JEF and INTU

We close our recommendation to buy META calls. We close our 18-Sep, 2024

US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor

US equities were slightly net sold on the week, as large selling last Friday (options expiry/index

GD--BEIJING’S RALLY003

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as

GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM

The main story line from the August personal income and spending data is, assuming payroll

BofA Hartnett Flow Show - Top of the world

Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,

Cheatsheet - G10 & EM Week Ahead_ Say cheese

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL