海外研报
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Global Economics Weekly A change in narrative
As central bankers gather in Jackson Hole next week, thenarrative for policy easing is building. Inflation is in retreat,
海外研报
2024年08月19日
Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area
Please find an update of our proprietary global economic indicators below. The data
海外研报
2024年09月06日
GS--Robinhood Markets Inc. (HOOD): Communacopia + Technology Conference — Key Takeaways
Presenters: Vladimir Tenev, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月14日
BofA_China Watch Sep PMI shows manufacturing improving while services slowing_20240930
Mfg. PMI improved sequentially; services PMI dropped
海外研报
2024年10月02日
Global Rates Weekly Anything's pause-able
Rates: Unlikely, but pause-ableUS: Still like dip buying at belly of curve; upside rate risk is there, but has limits.
海外研报
2024年10月15日
Barclays_Euro area- Fiscal Policy Assessing the Italian fiscal targets_20241017
We think the government is optimistic in assessing the increasein total revenue and the decrease in spending it will likely
海外研报
2024年10月18日
Cheatsheet - G10 & EM Week Ahead_ Stay focused
By Varshi Karamsetty, Naveen Nair,Valery Berenshtein
海外研报
2024年10月22日
Weekly HF Highlights:Am and China, Continue to Buy Japan; Performance Strong as HFs s
Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro
海外研报
2024年10月25日
