海外研报
筛选
MSFT Partner Survey; SMiD Internet; APPF, CFLT, QCOM, TENB, VRNS, XRX
The current market rotation appears to be in its final stages. Today, the market saw outperformance in Growth(.PGPURE) and Quality (.JPOPURE) sectors, indicating that the rotation is nearing its end. This rotation is primarilydriven by crowding
海外研报
2024年07月30日
China data preview: a weak start to H2 2024
Slowing industrial production: The production subindexes of both official and Caixin manufacturing PMI slowed in July, signalling a
海外研报
2024年08月02日
Gold to get its medal
The Fed’s cutting cycle, when it begins, will attract strategic investment in gold. We have lifted our year-end price target for gold to USD2,550/oz.
海外研报
2024年08月14日
THE UNITED STATES ECONOMIC MONITOR
We look for a 0.13% rise in the July core PCE deflator, implying downside risk to the 0.2% consensus.Real consumption probably rose by 0.3% in July,
海外研报
2024年08月29日
Cheatsheet - G10 & EM Week Ahead: One ring to rule them all
Labor Day means a long weekend in the US and Canada.US NFP, prefaced by JOLTS, ISM services employment, and weekly jobless claims, will be critical for macro sentiment. Fed
海外研报
2024年09月02日
