海外研报

Barclays_This is it (or maybe not)_20240906

The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a

BJ--S&P 500 Futures Intraday Roll Cost Monitor

Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich

GS--MercadoLibre Inc. (MELI): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We highlight a few takeaways from our conversation: 1) growthremains a key priority for the company, as MELI is focused on not missing key

GS--Central Bank Recap | China Consumption

This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note

MS_Charts That Caught My Eye_20240924

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

GS--Saving Rate Revised Up to

BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second