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Whatever it takes: the 12th anniversary
It was the best of times, it was the worst of times, it was the age of crisis, it was the age of foolishness, it was the epoch of spreads, it was the
海外研报
2024年07月27日
Refunding recap: bill shift => coupon delay
UST coupon sizes stable, bills to rise in futureTreasury kept nominal coupon sizes stable & modestly increased TIPS sizes at the August refunding, as expected (see UST refunding preview). Three aspects of the
海外研报
2024年08月05日
$hort term stretched, medium term is not
View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair
海外研报
2024年08月24日
GS--Weekly Fund Flows Bond Flow Volatility Remains High
Global fund flows, week ending September 11n Flows into mutual funds and related investment products showed net outflows
海外研报
2024年09月16日
China+ Chartbook September 2024
China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
海外研报
2024年09月22日
BofA - Gonzalo Asis - Trading Catalysts Uncertainty removed. What’s ahead for equities_20240922
Economics: First cut, now back to data-dependence The Fed cut rates by 50bp last week as it seeks to recalibrate policy to a more neutral
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2024年09月25日
HSBC_China Politburo Meeting-20240926
Politburo meeting delivered a clear tone on supporting economic growth,
海外研报
2024年09月29日
UBS--High yield CIO View: High yield
We have a Neutral recommendation on high yield. We believe total
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2024年10月20日
GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment
Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but
海外研报
2024年10月23日
