海外研报
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Tech Positioning, Tech Calls, Networking Previews (COHR, FN, LITE), FTNT, WBD, Quanta
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Day, !'l be backing him up - including sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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2024年08月14日
UMichigan Sentiment Above Expectations and Inflation Expectations Unchanged
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the August preliminary report, slightly above consensus expectations
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2024年08月18日
Boeing Co. (BA): Monthly aircraft delivery tracker: August mid-point check-in
Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 24 aircraft thus far in August through 8/21, including 16 737 MAX, 2 777, 3
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2024年08月22日
What's Priced In? Boom or Bust?
We analyze where cross-asset valuations are after the sell-off and rebound. While a shallow cutting cycle supports risk, we
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2024年08月26日
Trend evidence still bullish but aware of cycle composite
Before I get into the current trend evidence, I wanted to take a look at the macro and
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2024年09月05日
CT--Global Economics Global Indicators August Chartbook: The World in Pictures
CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
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2024年09月10日
GS--Global Views: Controlled Descent
1. While Friday’s US jobs report fell modestly short of expectations, it showed arebound from last month, with a 142k increase in nonfarm payrolls and a small dip in
海外研报
2024年09月13日
JPM_International Market Intell Morning Briefing_20240918
OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
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2024年09月19日
BofA_Systematic Flows Monitor Long bonds & Gold along with short USD & commods driving
CTA equity longs are higher but still with room to addSince we noted four weeks ago that differences in long- and short-term trend signals
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2024年09月23日
GS--Asia Views: The Fed opens the door, and the PBOC walks through
1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double
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2024年09月27日
