海外研报
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MS--PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively Small
Weekly HF Highlights:PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively
海外研报
2024年09月10日
GS--Global equities lost 3.7%, Cyclicals vs
Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator
海外研报
2024年09月10日
GS--Global FX Trader Check Your Speed01
USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with
海外研报
2024年09月10日
FF--Everything as it should b
Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
海外研报
2024年09月10日
GS--Inflection in volumes on the horizon; eyes on the German market over H2
German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
海外研报
2024年09月10日
DU--CitiFX Wire - DeskTalk
USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but
海外研报
2024年09月10日
CT--Global Economics Global Indicators August Chartbook: The World in Pictures
CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
海外研报
2024年09月10日
GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results
Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
海外研报
2024年09月10日
US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut
US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds
海外研报
2024年09月10日
GS--China Consumer Staples: Expert call takeaways
On Sept 3, we hosted a virtual conference with a large-scale Spirits and F&Bdistributor located in Hunan province. Key highlights include: 1) Spirits: The
海外研报
2024年09月10日
