海外研报

Trend follower bond longs getting stretched, equity closer to neutral for now

CTAs likely not participating in equity rally (yet)The S&P 500 broke a four-week losing streak by posting its best weekly return since

CitiFX Wire | Technicals

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GS--SAP (SAPG.DE): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Dominik Asam, CFO at SAP, presented at the Communacopia +Technology Conference.

BofA_Global Earnings Revision Ratio Cautionary tone_20240930

Global Earnings Revision Ratio retreated in September

BofA GPS: Global Proprietary Signals Fuel in the tank

Hanging in thereThe Global Proprietary Signals-led view on the world economy remains largely unchanged. A healthy breadth of

GS--First Take: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer

Bottom line: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer.