海外研报
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Global FX Trader Counting Down to Cuts
USD: Cut but don’t run. The time for cuts has come, and FX markets clearlysee that as a time to short the Dollar. It is understandable because the Dollar
海外研报
2024年08月26日
Thoughts on the Pullback; Positioning intel; GTLB, ZS
Lots of questions yesterday about the Al/Semis pullback/vol shock, Really still no consensus explanation, but a few thingskept coming up in conversations: 1) In the wake of some earings disappointments (particularly memory -- and with that
海外研报
2024年09月05日
GD--NERVOUS BULLS
September’s risk relapse is a reminder that the summer turbulence has impaired market sentiment. ▪ Slowdowns do not necessarily portend recessions, nor are stock market corrections necessarily the harbinger
海外研报
2024年09月10日
gs--Lithium - supply cuts provide floor in the near term
According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on
海外研报
2024年09月13日
GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance
In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting
海外研报
2024年09月19日
