海外研报
筛选
Beyond the Ballot: Existing in the Context…
President Biden’s decision not to seek reelection and the coalescing around Vice President Kamala Harris as the Democratic nominee have upended the US election campaign.
海外研报
2024年07月25日
The Bear Traps Report With Larry McDonald
“The beast inside the market now has the Fed in its grip. The serpent will demand FAR more
海外研报
2024年08月06日
Food for Thought: Sector Selection for Rate Reduction
Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
海外研报
2024年08月10日
CHF: more reversal in sight?
Asia overnight Investors are making a cautious start to the week. While investor sentiment continues to gradually recover following last week’s drubbing, key US retail sales
海外研报
2024年08月14日
Cross Asset StrategyAfter the dust has settled
With volatility ealming down, investors are tempied by various degrees to re-enler variousmomentum and carry trades,. In the sbsence ofa calalyst, vols willlikely go lower and risk
海外研报
2024年08月18日
Daily and weekly indicators for the US economy
What are daily and weekly indicators telling us about the US economy?Daily data:
海外研报
2024年08月26日
Intraday FX View
What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break
海外研报
2024年09月05日
GD--JUST ANOTHER RECESSION HEADFAKE?
A running joke in my Chart stories is that I keep being overlooked for the Nobel prize ineconomics. Now – even more outrageous – I discover that some academics took my
海外研报
2024年09月10日
