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Cheatsheet - G10 & EM Week Ahead: Summer loose ends
Monthly CPIs in Brazil, Australia, and Eurozone, alongside Q2 GDPs in Canada and Sweden, are top of mind. US core PCE may take a backseat, given increased risk around and focus on
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2024年08月28日
Barclays_This is it (or maybe not)_20240906
The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
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2024年09月09日
BJ--S&P 500 Futures Intraday Roll Cost Monitor
Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
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2024年09月12日
GS--MercadoLibre Inc. (MELI): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few takeaways from our conversation: 1) growthremains a key priority for the company, as MELI is focused on not missing key
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2024年09月17日
GS--Central Bank Recap | China Consumption
This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note
海外研报
2024年09月22日
