海外研报
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preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration
POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions
海外研报
2024年10月24日
Market moves continue to follow the drift towards Trump in the betting odds
US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,
海外研报
2024年10月24日
The USD and the US election: the 4% rule
Polls remain very close ahead of the US presidential election, making it
海外研报
2024年10月24日
GS--Phone net additions above the Street, with a slight uptick to guidance
Key stock takeaways: We expect the stock to move modestly higher following
海外研报
2024年10月24日
GS--USA: Existing Home Sales Slightly Below Expectations
BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in
海外研报
2024年10月24日
“When the minds change…”: new scenario
As we wrote in February, this famous quote, attributed to John Maynard
海外研报
2024年10月25日
GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?
Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of
海外研报
2024年10月25日
GD--US ELECTION – GETTING READY FOR (TRADE) WAR
Here we go again. The US election has a binary outcome for China macro and markets. While
海外研报
2024年10月25日
