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--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
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
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
