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Delta One Flows & Positioning
Futures Flows: Last week we saw large net inflows (>1.5z) into 3M SONIA, Aluminum, and Bitcoin futures, and large net outflows (
海外研报
2024年08月29日
Israel: BoI on Hold, As Expected
Bottom Line: The Bank of Israel left its policy rate on hold at +4.50%, in line withour forecast and consensus expectations. In the accompanying press statement, the
海外研报
2024年08月29日
Our monthly insights into private markets – July/August 2024
Commercial real estate markets are in a funny kind of limbo. During the first quarter, the number of deals under offer that failed to close spiked in Europe and
海外研报
2024年08月29日
Liquidity strategy: Maintain your lifestyle
The Liquidity. Longevity. Legacy. framework helpsinvestors plan and optimally invest their wealth so
海外研报
2024年08月29日
What factors can investors consider when fixedterm deposits expire in today's choppy markets?
• Fixed-term deposits (FTDs) offer investors a yield—often in excess of prevailing market rates—in
海外研报
2024年08月29日
Greater China Insight
Hong Kong plays an intermediary role in broader Australia-China economic ties and acts as a conduit for offshore transactions.
海外研报
2024年08月29日
GS UK Today: Encore: Buy CCH | Gaming | BHP | Cross Asset Vol | G10 Inflation
CCH – strong momentum in Poland – We think consensus organic sales at +12% (vs+13.5% GSe) is conservative in light of +14% growth in Q2. We note CCH screens
海外研报
2024年08月29日
GS US TMT: All references to "we/us/our" refer to the views and observations of the desk
NVDA -5% (was largely bouncing around ~flat to down ~5% AHs – names like AMD, AVGO, MU, TSM, DELL down ~2% on light volume in AHs) .. beat and guides above on topline +
海外研报
2024年08月29日
Ratings and Target Price Changes - August 28, 2024 as of 5:30 AM ET
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月29日
GBP: the biggest G10 long again; NOK and CAD: the biggest shorts
At present, the G10 FX PIX 2.0 signals that NOK and NZD are oversold while the JPY and CHF are overbought. We have temporarily suspended
海外研报
2024年08月29日
