海外研报

Know When to Fold ‘Em?

Former President Trump is no longer the “presumptive” nominee and is now the official nominee. J.D. Vance is his official running mate. While the Republican ticket has been finalized

Curb Your Enthusiasm

At $6.56 trillion, assets under management (AUM) in US money market funds(MMFs) hit another record high last week. Inflows to MMFs have continued even asmarket pricing of policy easing has moved higher -today, the market-

Global Rates Trader Policy Path Dependent

While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.

The Impact of Trade Policy Uncertainty on UK Equity

The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk,

The Impact of Trade Policy Uncertainty on Capex Beneficiaries

The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk, the US presidential election on

Likely to Sell 30% of CrownRock to Ecopetrol

In an 8-K filing today, OXY disclosed that it is in discussions with Ecopetrol to sell 30% ofCrownRock for $3.6 billion. This equates to 30% of OXY's acquisition consideration for