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Hopper Demand Strong, Blackwell Delays in Rearview
Beat fell short of expectations, which rose sharply into the print but theimportant point is that the Blackwell delay is in the rearview mirror, while
海外研报
2024年08月30日
More headwinds than tailwinds
Rates: Bunds should face more headwinds than tailwinds over the coming dayswith month-end support out of the way, markets bracing for more supply and the
海外研报
2024年09月03日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月11日
BofA - Hartnett - The Flow Show 3B Bulls_20240912
Scores on the Doors: gold 21.6%, stocks 13.6%, crypto 9.1%, HY bonds 6.9%, IG bonds 4.8%, cash 3.7%, govt bonds 2.2%, US dollar 0.3%, commodities -2.0%, oil -6.1% YTD.
海外研报
2024年09月15日
