海外研报
筛选
GS US TMT: All references to "we/us/our" refer to the views and observations of the desk
NVDA -5% (was largely bouncing around ~flat to down ~5% AHs – names like AMD, AVGO, MU, TSM, DELL down ~2% on light volume in AHs) .. beat and guides above on topline +
海外研报
2024年08月29日
FX View A slow pace of Fed easing wouldn't stop the dollar's fal!
Short-dated Treasury yields are back at the lows they reached during the regional banking crisis last year and are threatening to break decisively below 10-year yields for the first time since
海外研报
2024年09月10日
UniCredit Carbon Weekly - Long and short of it_20240917
Further EUA downside looks limited for the coming weeks as CTAs have remained netshort and are unlikely to sell more, having largely maximised their positions.
海外研报
2024年09月23日
SocGen - European Economic Outlook - Growth close to potential and diverging fortunes
GDP growth was weak between 4Q22 and 4Q23, while employment has held up. It recovered to 0.3% qoq in 1Q24 and 0.2% qoq in 2Q24 and we expect it to hover around
海外研报
2024年09月27日
