海外研报
筛选
GD--NAVIGATING THE US SOFT PATCH
A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign
海外研报
2024年09月10日
BofA_US Equity Futures Watch_S&P 500 Futures01
Intraday on Sep 11, 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 72bps rich
海外研报
2024年09月13日
GS--Cross-checking views on inventory levels across end markets
Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion
海外研报
2024年09月19日
Citi_US Economics Weekly_20240927
Risks to the outlook for Fed policy remain asymmetrically dovish and we
海外研报
2024年10月01日
JPM_Positioning Intell Asia_20241004
Overall flows... APAC was net bought over the past month as China headlines stole the show
海外研报
2024年10月08日
