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Tactical Derivatives Strategy
Strategy: We recommend bearish investors overlay their positions with aHSY Aug 30th $185/$175 strike 1x2 Put Spread, indicatively paying 0.8%option premiumvs $193.53 ref price, heading into F2Q'24 carnings(confirmed for August 1). Short
海外研报
2024年07月30日
Citi_The Point for North America Thursday, 10 October 2024
We are initiating coverage of four regional banks that have garnered increased investor interests following their respective M&A transactions (regarding BANC, SSB, and UMBF) along with profitability improvement trends (SNV). Overall, we
海外研报
2024年10月11日
GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism
The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot
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2024年10月11日
June US CPI Inflation preview: Further progress
CPI to increase Fed’s confidence on disinflationWe expect the June CPI report to be another confidence builder following the undeniably good May report. We forecast headline CPI rose by 0.1% m/m (0.11% unrounded) owing
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2024年07月11日
European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
海外研报
2024年07月11日
Thoughts ahead of June quarter-end earnings
Hockey sticks get iced; volume recovery less robustMost companies across our consumer staples coverage universe began the year expecting volumes to improve while pricing fades as a building block to organic sales
海外研报
2024年07月11日
