海外研报
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Weekly HF Highlights:
Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro
海外研报
2024年10月24日
GS--First Take: Revenue miss driven by Consulting, with better growth in Software & solid margins
Key stock takeaways: We expect the stock to pull back following results, given therevenue miss in
海外研报
2024年10月24日
Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?
A number of recent media analyses have suggested that the ruling coalition between the
海外研报
2024年10月24日
Japan_ scenario matrix of the Lower House election
We updated the scenario for the Lower House election to take into account
海外研报
2024年10月24日
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
JPM_G10FX_20241023
Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced
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
GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee
Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent
海外研报
2024年10月24日
GS--South Africa: Inflation Moderates in September, In Line with Expectations
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
GS--South Africa: Inflation Moderates in September, In Line with Expectations02
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
