海外研报
筛选
BD--ECB Preview: If it ain’t broke
On 12 September we expect the ECB to cut rates 25bp to 3.50%. This confirms that June was not a one-off insurance cut and the ECB is in the
海外研报
2024年09月09日
DB--Expecting a Seasonally Calm F1Q with Gusts of OCI
Consistent with typical seasonality, F1Q looks to have been a relatively quiet quarter and the focus going into results next Monday will again be on the pace of new OCI
海外研报
2024年09月09日
DB--Owning Better than Renting, a Logical Adjacency
Salesforce announced a deal to acquire the Own Company, a provider of data protection and data management solutions for $1.9bn in cash, net of Salesforce's
海外研报
2024年09月09日
GS--EM Weekly Fund Flows Monitor
Foreign (FII) flows / positioningn EM Asian ex-China region saw strong selling (-US$4bn)
海外研报
2024年09月09日
GS--MSCI EM fell 2% wow; Global cyclicals lagged
Performance: MSCI EM index fell 2% w/w (along withother regions down 2-4%). Tech-heavy global cyclicals
海外研报
2024年09月09日
MM--FX Daily Snapshot Europe Weekly Focus
The macro backdrop makes it a simple enough decision for the ECB to go ahead with another rate cut at next week’s meeting. Policymakers are likely
海外研报
2024年09月09日
AS--First Fridays & Gell-Mann Amnesia Effect
Last weekend’s Fog of War T-Report listed “lack of liquidity” as our number one fear, and even Friday’s .
海外研报
2024年09月09日
FW--ECB & political risks no recipe for EUR selling
FX View: This week the US dollar (DXY) has fallen nearly 1.0% with the initial reaction to the US employment report mixed. The data we believe confirms the .
海外研报
2024年09月09日
GS--Global FX Trader Check Your Speed
USD: Toeing a fine line. The incoming data over the past month, including theAugust employment report, clearly points to a slowing US economy with
海外研报
2024年09月09日
GS--NIFTY fell 2% this week; We rolled forward NIFTY target from
Performance: NIFTY fell 2% w/w (MXAPJ: -2% w/w).FMCG led (flat w/w), while PSU banks lagged (-5%).
海外研报
2024年09月09日
