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Europe Open - Thinking about tech
Aussie CPI came in slightly hot at 3.5% YoY vs 3.4% consensus. AUD briefly rallied, while Aussie 3y yields rose 3bps. That said, our
海外研报
2024年08月29日
September Analyst Day Opportunities
Our research shows that call buying around analyst days has been asystematically profitable option buying strategy over the past 20 years. Buying
海外研报
2024年09月05日
GS--Optimal Overwrites this week (09-Sep-24)
S&P 500 average stock 1-month implied volatility was up 5 points to 28 (72nd %-ilevs the past year) while the S&P 500 average stock 1-month realized volatility was
海外研报
2024年09月10日
USA_ Core Retail Sales in Line With Expectations in August
BOTTOM LINE: Core retail sales rose 0.3% in August, in line with consensusexpectations, and headline retail sales rose 0.1%, against expectations for a decline.
海外研报
2024年09月19日
MS - European Equity Strategy - Demystifying Cyclicals vs Defensives_20240917
The recent sharp underperformance of cyclicals vs defensives is almost exactly in-line with the soft landing playbook (both 1995-
海外研报
2024年09月23日
Faith maintained but valuation challenged
DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had
海外研报
2024年09月27日
