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Morning Market Tidbits The Fed can afford to be patient
Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in
海外研报
2024年07月26日
TECHNICAL ANALYSIS
2y UST has staged a relentless downtrend after break below multi-month trend line with a gap. Daily MACD is now within deep
海外研报
2024年08月07日
Global FX Trader Rates Exaggerate
Our thoughts on USD, CHF, BRL, IDR, AUD/NZD, THB & Jackson Holen USD: Markets or macro. Investors have been asking whether the wild swings
海外研报
2024年08月19日
learer Path to Achieving Long-Term Growth Targets
We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
海外研报
2024年09月06日
GS--Amazon.com Inc. (AMZN): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few key takeaways from our conversation: 1) Gen AItools & services offered by AWS have helped shift conversations with customers
海外研报
2024年09月14日
GD--LONG RISK – REVIEWING OUR KEY TRADES
We maintain our risk on positioning (equal weight S&P 500 & high-yield creditfocused trades) as the combination of Fed rate cuts and resilient growth will send
海外研报
2024年09月20日
