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GS China_ January-February activity data broadly improved and beat expectations – First Take

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FX Daily Snapshot Europe Weekly Focus

The flash PMIs for August did little to ease concerns about a slowing euro area economy. A temporary boost to French services from the Olympics
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Cheatsheet - G10 & EM Week Ahead: Summer loose ends

Monthly CPIs in Brazil, Australia, and Eurozone, alongside Q2 GDPs in Canada and Sweden, are top of mind. US core PCE may take a backseat, given increased risk around and focus on
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SEB Oil stress is rising as the supply chains and buffers are drained - 2026-03-17

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Barclays_Tesla_Inc_Terafab_at_the_core_of_Tesla_s_hyper_growth_strategy

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Barclays_This is it (or maybe not)_20240906

The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
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MUFG Asia FX Talk - US-Iran negotiations likely to be difficult

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BJ--S&P 500 Futures Intraday Roll Cost Monitor

Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
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BofA_BWX Technologies, Inc. The nuclear play reaching critical mass reiterate Buy, raise PO to $250

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GS--MercadoLibre Inc. (MELI): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We highlight a few takeaways from our conversation: 1) growthremains a key priority for the company, as MELI is focused on not missing key
海外研报