海外研报
筛选
FX View The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报
2024年08月07日
Back Up To Moderately Overweight
After the abrupt cut to underweight last week,our measure ofaggregateequity positioning bounced to turn moderately overweight again (z score0.33, 63rd percentilel, but is still well below the mid-July highs at the top ofthe historical band. Discretionary
海外研报
2024年08月19日
Google Ad Tech Vs. DoJ (Round Two)
The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
海外研报
2024年09月06日
GS--Airbnb Inc. (ABNB): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CFO Ellie Mertz at the Communacopia + TechnologyConference.
海外研报
2024年09月14日
GD--FED DID THE RIGHT THING, AND NOW THE FUN BEGINS
By finally easing and revealing its plan for a faster pace of cuts, the FOMC finally set loose a new set of marketdynamics to impact the economy – unless the path to recession is already fated. I do not believe recession is fated
海外研报
2024年09月20日
GD--FED HELPS BUT EM EQUITY RISKS REMAIN
The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession
海外研报
2024年09月24日
GS--China: Caixin services PMI fell in September
The Caixin China General Services Business Activity Index (headline services PMI)
海外研报
2024年10月02日
GS-- costs edging down for beverage, dairy and pet food
In the monthly tracker, we track 40+ raw material price trends (including agriculture
海外研报
2024年10月15日
