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(Bloomberg Intelligence) -- Leveraged net shorts of Treasury futures have surged to a historic $1.1trillion in notional value, accelerating 38% in the past four months. While the record short position

海外研报 2024年08月27日

VISIBILITY ON THE IRAN VS ISRAEL REPRISE: NO OIL SHOCK

It was never a matter of ‘if’ – rather only ‘when’ and ‘how’ – Iran and its “axis of resistance” would retaliate againstIsrael after last month's strikes. From an investment perspective, the key question remained whether this latest

海外研报 2024年08月30日

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.3% today. Korea and Singapore markets outperformed,while Thailand and China markets underperformed. Within MXAPJ sectors,

海外研报 2024年09月03日

Short long summer

Risks remain balanced for EUAs, although we think a move towards (and potentially below) our fair-value 3Q24 price of €70/t is most likely. We think the risks for this

海外研报 2024年09月06日

EW--Risk recovery and Fed cuts bodes well for EM outperformance

Macro focus: The incoming data over the past month, including the August employment report, clearly points to a slowing US economy with restrictive

海外研报 2024年09月11日

GS--Clarivate (CLVT): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: Clarivate is targeting an acceleration in organic revenue growth fromflat y/y currently to 4-6% by 2026 led by product innovations, investments into Gen

海外研报 2024年09月15日

GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX

China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,

海外研报 2024年09月24日