海外研报
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Key learnings from earnings season that support The Future of Utilities Capex
With second quarter earnings season now behind us, we reflect on key learningsthat support The Future of Utilities Capex, our constructive view on Utilities, and our
海外研报
2024年08月14日
Global Rates ldeas
Reiterate UST 5Y-2Y flattenerPage 3A rapid repricing of Fed easing expectations has resulted in substantial steepeningbeing priced into the Treasury curve; we think this presents a near-term opportunityto further harvest carry and reiterate our tactical
海外研报
2024年08月22日
Global Rates & FX Watch Estimating August FX rebalancing needs
Macro portfolio estimates: out of EUR and into USDWe estimate FX rebalancing needs based on a conventional 60/40 portfolio of global .
海外研报
2024年08月29日
CEO Letter Highlights 2024 Challenges & 2025 Operating Priorities
Overnight, SNAP’s CEO Evan Spiegel released an internal letter toemployees (entitled “13 Years at Snap Inc.”) that highlights a few key
海外研报
2024年09月05日
JPM_Flows & Liquidity What do markets expect ahead of the US jobs report
Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
海外研报
2024年09月10日
Global Economic Outlook Cycle? What cycle?
The great disconnect – Markets vs economistsOkay, let’s talk labour markets
海外研报
2024年09月13日
SocGen - China Economic Update - Slipping into a downward spiral
Domestic activity data deteriorated more than market expectations in August again. With the data in hand, 3Q GDP growth is tracking at
海外研报
2024年09月19日
GS--Foreign buying led by Taiwan; Large inflows into US ETFs
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$1.1bn) this
海外研报
2024年09月23日
Curve to further steepen on “many more” rate cuts
sharp market rally since Q224, we expect US rates to stay in a range near term.
海外研报
2024年09月27日
MS_Employment report preview_ Solid September_20240927
We forecast payrolls rose 160k, average hourly earnings rose
海外研报
2024年10月01日
