海外研报
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BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
海外研报
2024年09月06日
GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES
fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different
海外研报
2024年09月11日
GS--EPAM Systems Inc. (EPAM): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) EPAM expects weaker discretionaryspending to persist through 2024, but is seeing early signs of stabilization; (2) EPAM
海外研报
2024年09月14日
China_ the playbook for a steeper CNH rates curve
less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
海外研报
2024年09月20日
Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922
CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报
2024年09月24日
