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Argentina Equity Strategy
Almost a year ago, we published the note Back to the Future? Similarities and Differences vs. 2015 Election, analyzing how Argentine equities behaved ahead of
海外研报
2024年08月15日
GLOBAL | Quantitative Strategy-Global Quant Strategy: Rate Cut Playbook
The recent market turmoil is a clear message to the Fed that investors areprimed for rate cuts. With OECD leading indicator and earnings still strong,
海外研报
2024年08月15日
Japan: accommodative monetary policy to continue under the new prime minister
The failure to stop the BoJ from forcing rate hikes that led to global market turmoil further weakened the political centripetal force of the
海外研报
2024年08月15日
BOJ watch: Bank suspends further rate hikes after being blamed for dramatic moves in yen and stocks
Global financial markets experienced major turmoil in the first part of August. On the fifthof the month the Nikkei 225 posted a larger drop than it did on Black Monday in 1987, and
海外研报
2024年08月15日
MercadoLibre (MELI US)-Buy: More levers to pull; raise TP
◆ Gaining share with GMV (FX-neutral) growth of 83% y-o-y; commerce take rate expands 120bp y-o-y
海外研报
2024年08月15日
Global Markets Daily: Credit Fund Flows: A Look Back and Forward (Shumway)
Three themes emerged from the trajectory of fixed income fund flows throughthe Fed’s recent hiking cycle. The first is a preference for quality, driven by
海外研报
2024年08月15日
First Look: A Reassuring Beat in Q2 24
Nubank posted net income that was 12.7% above consensus, a reassuringbeat following all the prevailing noise on rising NPLs and slowing loan growth
海外研报
2024年08月15日
Interest Rates Daily-Energy awakening?
Oil and gas market prices are both strongly up in the last few weeks, albeit for different reasons.
海外研报
2024年08月15日
China Musings The good and the bad of being different
MSCI China has lost 6% in the past 1 month as equity volatility surged acrosskey markets, extending its correction from the highs in mid-May to 12% and is
海外研报
2024年08月15日
Latest Thoughts Ahead of Kazatomprom (KAP) Production Guidance
In this note, we update estimates for Cameco Corporation (CCJ, Buy) following2Q24 results. While the quarter came in below GS and Street estimates, we note
海外研报
2024年08月15日
