海外研报
筛选
CommerzBank--Stocks rebounded
Our model for PBoC's USD-CNY mid-point fix for today, 9 October 2024, is 7.0559 vs themid-point of 7.0709 on 8 October 2024.
海外研报
2024年10月11日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
FX --View Foreigners are piling into US assets again
Unravelling the yen carry trade and the start of Fed easing ought to deliver a weaker dollar and less unbalanced globaleconomy, but investors are already buying the dip!
海外研报
2024年10月11日
Emerging Market Trade Idea--Sell CNH/IDR
The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its
海外研报
2024年10月11日
GS--Oil Tracker: Prices Retreat, Risks Remain
Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues
海外研报
2024年10月11日
MS--Valuation Chartbook – September 2024
Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
海外研报
2024年10月11日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?
Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
海外研报
2024年10月11日
Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
