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Nomura Quant Insights
Best to keep an eye on macro hedge funds' continued bullishness on US equitiesIn the US, the S&P 500 continued its slide yesterday. It looks as though in the run-up to
海外研报
2024年09月10日
MS - AlphaWise US Consumer Pulse Survey Wave
Improved Further. Consumer confidence in the U.S. economic outlook rose again with 42% of consumers expecting the economy to get better in the
海外研报
2024年09月10日
US Weekly Kickstart_ A capped Russell 1000 Growth benchmark would flip NVDA,
High market concentration has caused some equity style and sector indices to exceed regulatory thresholds for diversification. These thresholds
海外研报
2024年09月09日
UK Weekly Kickstart_ Buy British
UK domestic stocks have rebounded strongly this week: theFTSE 250 has been the second best performing European
海外研报
2024年09月09日
