海外研报
筛选
GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)
Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted
海外研报
2024年10月24日
GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?
Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.
海外研报
2024年10月24日
GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20
China and US set to drive revival in global demand. The combined impact of China’s new
海外研报
2024年10月24日
US_Presidential_Election_policies_polls_and_insights_III
Most Americans believe immigration is a top policy issue,
海外研报
2024年10月24日
GS--South Africa: Inflation Moderates in September, In Line with Expectations
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee
Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent
海外研报
2024年10月24日
Market moves continue to follow the drift towards Trump in the betting odds
US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,
海外研报
2024年10月24日
JPM_G10FX_20241023
Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced
海外研报
2024年10月24日
preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration
POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions
海外研报
2024年10月24日
GS--Post-election economic policies, more monetary easing, lower long-term US equity returns
Post-election economic policies
海外研报
2024年10月24日
