海外研报
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Options Opportunities in the Momentum and Growth Sell-off
Along with modest weakness in the US equity market over the past week, theMomentum factor saw a reversal in trend (-1.8% vs. +15.0% YTD) and Growth
海外研报
2024年07月25日
Market Comments
Part of the market is focused on earnings and misses. Part is focused on US data, where the Philly Fed for services screamed ‘stagflation!’ with its weak headline and high prices paid component,
海外研报
2024年07月25日
STRONG DOLLAR PROBLEM. JOIN US LIVE
This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
海外研报
2024年07月26日
Emerging Market Weekly Pulse
The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,
海外研报
2024年07月26日
New Construction Grows in June Despite Volatility in Rates
New Housing Activity Continues to Grow in June: On a trailing 12-month basis,single-family permits rose 15% YOY in June, vs up 16% in May and -22% a year ago.
海外研报
2024年07月26日
