海外研报
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BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
海外研报
2024年09月06日
GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES
fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different
海外研报
2024年09月11日
GS--EPAM Systems Inc. (EPAM): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) EPAM expects weaker discretionaryspending to persist through 2024, but is seeing early signs of stabilization; (2) EPAM
海外研报
2024年09月14日
China_ the playbook for a steeper CNH rates curve
less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
海外研报
2024年09月20日
Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922
CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报
2024年09月24日
BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926
As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest
海外研报
2024年09月28日
UBS - What we've seen in Derivs
After a relatively uneventful ist half of the yr, it's been quite the exciting Q3 as the S&P is poised
海外研报
2024年10月02日
SocGen - Credit Strategy Weekly - Ready for the next hurdle
Credit markets improve and face the 3Q earnings season We had an eventful week, with
海外研报
2024年10月15日
SocGen - Global Strategy Weekly - These are the most extraordinary of times
The US consumer has surprised on the upside recently. But these gains have been
海外研报
2024年10月18日
