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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

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
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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
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DB--Checks indicate AI monetization

Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also
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BofA The Flow Show - Fifty Trades of Decay

4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.The Biggest Picture: the “rich” e.g. Ferrari at all-time high vs the “poor” e.g. Dollar
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BNP Paribas Global Macro CTA Tracker

Our Global Macro CTA Tracker aims to provide an insight into the average CTAtrend-following strategy, by simulating a cross-asset portfolio strategy that
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Barclays_This is it (or maybe not)_20240906

The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
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Barclays_Global Economics Weekly Easing time has come

Easing time has comeWhile the US jobs report did not bring final clarity on the size
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GS--Asian equities fell by 2%, dragged down by North Asian markets

MXAPJ -2%, dragged by Korea (-6%), Taiwan & China (-3%),while Thailand posted a 6% gain. Financials and software
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GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls

Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm
海外研报