海外研报
筛选
Buy France
The sharp underperformance of the French stock market on its recent political events is irrational, given the CAC 40’s limited exposure to French domestic economics and politics.
海外研报
2024年07月11日
DB CoTD: It's patently obvious...
A reminder that we publish a weekly AI newsletter looking at all the rapidly evolving news flow in the field. This week’s edition is just out here and looks at how OpenAI
海外研报
2024年07月11日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 1.3% today. Hong Kong and Taiwan markets outperformed,while India and Singapore markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年07月12日
Germany CAI Continues to Underperform Rest of Europe in June
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报
2024年07月12日
This material should be regarded as a marketing communication
Despite a less benign start of the year, confidence on the disinflation theme has been restored after the last few prints came in soft. For today, consensus is for a 0.1%MoM increase in headline and a 0.2%MoM increase
海外研报
2024年07月12日
Top 25 Tactical Trades for Earnings Season
We believe 2024 will be remembered as the “Year of the Stock Picker”. Indexoptions and daily SPX volatility have been dampened by systematic volatility
海外研报
2024年07月12日
