海外研报
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US Housing Outlook:
Housing recovery continues driven by low supply. But housing demand is gradually softening because of high
海外研报
2024年09月11日
Viewpoint The Time Has Come
This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the
海外研报
2024年09月11日
VP’s Tactical Outlook 3.0 - One Number
“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the
海外研报
2024年09月11日
What's wrong with slow agony?
Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .
海外研报
2024年09月11日
MS--Global Macro Strategist Super Size Me
August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor
海外研报
2024年09月12日
BARCLAYS--US Credit Alpha Tone shif
This week, we highlight the influence systematic investing hashad on debt-equity relationships, forecast fund flows for
海外研报
2024年09月12日
BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01
1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
海外研报
2024年09月12日
GD--ARE BONDS DONE ALREADY?
We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s
海外研报
2024年09月12日
CITI--Strategy for Uncertainty? Raise Quality Key Tak
The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
海外研报
2024年09月12日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
海外研报
2024年09月12日
