海外研报
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JPM_Commodity Market Positioning and Flows_20241021
The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o
海外研报
2024年10月23日
Japan_ simulation of a risk scenario coalition government losing its majority
This is a simulation of a risk scenario in which the LDP loses a significant
海外研报
2024年10月23日
GS--Transport Chartbook | Top of Mind
Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s
海外研报
2024年10月23日
BofA--A look at cost ramp and opportunity
Overview of Project Kuiper, investors eye NT spend
海外研报
2024年10月23日
GS--Reflation divergence: US exceptionalism continues
Risk appetite continued to pick up last week, with our Risk
海外研报
2024年10月23日
Jefferies--Back to Autos in Q3
"We, Robot" mostly fell flat. Without much indication of progress on either
海外研报
2024年10月23日
UBS--Hong Kong banks: Navigating challenges in HK's CRE market
1H24 net profits decline: Hong Kong banks' net
海外研报
2024年10月23日
globalinvestmentstrategy102124
Asset Allocation Spotlight: The economics of natural disasters ...
海外研报
2024年10月23日
GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion
Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,
海外研报
2024年10月23日
EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics
Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP
海外研报
2024年10月23日
