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GS - What Matters Today_ Tech Earnings This Week, FOMC Preview, National Team Selling Chinese ETFs_, Japan Selloff Overnight - 26jan26

海外研报

ING-Think-rates-spark-volatility-has-calmed-but-lots-going-on

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Mizuho Japan Macro Box 3 analysisi of Fx impact from the january outlook'

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GS Digital Assets Need to Know

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UBS_Daily Commodities Note Precious metals fall sharply

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SocGen_Commodity Compass Analytics Pricing the unthinkable after the precious collapse_ Reading extreme moves in options markets – gold to $20,000_oz

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UBS_FX Compass RBA shields AUD from USD bounce

海外研报

GS MORNING_ 1) Adam Crook’s 2 Mins Read - Japan Elections, 2) ECB and BoE, 3) GBP Lower, 4) Software Selloff and 5) Gold – Spec Positioning

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PIIE Can Trump keep his tariffs if the Supreme Court invalidates them

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DB - Software selloff – how exposed are US CLOs and what are the implications

海外研报