海外研报
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The Point for North America Thursday, 22 August 2024
US MedTech - 2Q24 Recap: Another Wild RideIf we thought that the 1Q24 was a season of volatility the 2Q24 surpassed it, by a
海外研报
2024年08月23日
Food for Thought: Potential Catalysts to Watch
SPX forward volatility term structure illustrates how equitymarkets are keeping eyes on the Fed, jobs and inflation as a
海外研报
2024年08月27日
Final Destination--Global Daily
Yesterday, stocks were mostly down, but Nividia was up after refuting its DOJ subpoena story; oillower after an aborted rally; Treasury yields down as the US curve disinverted; and JPY up.
海外研报
2024年09月06日
DR--Investor Positioning and Flows
Our measure of aggregate equity positioning was choppy through the week but remained modestly above average (z score 0.37, 65th percentile). Under the surface,
海外研报
2024年09月11日
GS--The 720: Korea Value in Action, FOMC, Trip.com, Japan Autos, India CIO tour, Indonesia Banks
Korea Value in Action - Continuing the trend toward improved shareholder returns.Policymakers have continued to implement support measures, and we believe the1
海外研报
2024年09月20日
SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist
Following a similar move in June, the CBC announced a 25bp increase in the required
海外研报
2024年09月24日
SNB — Delivers a 25bp Cut and Adopts Easing Bias
BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%
海外研报
2024年09月28日
GS--US Online Gaming: Key Takeaways from G2E 2024
We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from
海外研报
2024年10月12日
