海外研报
筛选
Weekly commentary
• Recent extreme market volatility shows the impact of sudden sentiment shifts
海外研报
2024年08月14日
TECHNICAL ANALYSIS
2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
海外研报
2024年08月29日
Global FX Trader Waiting for Labor Da(y)ta
Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver
海外研报
2024年09月02日
Positive Lyme booster data supportive of profile and vaccination schedule
Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in
海外研报
2024年09月06日
GS--China+ Conference 2024 — Key Takeaways: despite seasonal weakness in Q4, mgmt see potential
Bottom Line: Management attributed the recent decline in spot rate by ~30% sincemid-Jul (Sep 8) to normalizing demand and new ship delivery, especially from more
海外研报
2024年09月14日
