海外研报
筛选
Is Gold A Good Place To Hide?
Despite the recent market rout, gold's performance has maintained its leadership position. Global equities arup 7.5% in 2024YTD, global bonds are up 2.6% over the same period while gold prices have rallied by a soli17%. Given our high conviction
海外研报
2024年08月12日
Should You Buy The Dip?
e First rate cut: Equities correct after the first rate cut, even if it were to stave off recession.
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2024年08月15日
Global Rates Notes: NOK Curve to Steepen vs SEK
n In recent months, the SEK curve has steepened vs G10 peers, and in particularvs NOK. This 2s10s steepening has occurred despite Swedish 10y rates falling vs
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2024年08月23日
AUD mid-year update: bullish but China & positioning cap upside
AUD: rates tailwind… We continue to see the AUD gradually higher over the next few quarters (year-end ’24 forecast: 0.69/ year-end ’25: 0.72) but near-term upside is likely to be capped by the
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2024年08月27日
Five Stocks in Focus: HP, NESTE, PBF, CRK, and XOM
In this note, we highlight five stocks that are top of mind in investor conversations.(1) For HP (Sell), we discuss our updated US rig count forecasts, driving lower
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2024年08月30日
Global Portfolio Manager's Digest So Long, Summer
We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing
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2024年09月03日
Macro & Strategy
In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
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2024年09月06日
CA--FAST FX Fair Value Model
triggered any new trades. Most of the ten crosses covered by the model are trading within one standard deviation of their fair values. The FAST
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2024年09月11日
GS--Cricut Inc. (CRCT): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CFO Kimball Shill and SVP of Finance, Treasurer & IR JimSuva at the Communacopia + Technology Conference.
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2024年09月15日
GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance
In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core
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2024年09月20日
