海外研报
筛选
GD--CONFIDENCE CRISIS CONTINUES
The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
海外研报
2024年09月28日
GD--BEIJING’S RALLY
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年09月28日
GS--Ongoing strength in Datacenters, stabilization in Towers
Overview: We believe investors are long datacenters (hyperscalers still strong)
海外研报
2024年09月28日
The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning
Following Tuesday’s presser(see my previous notes for more details) which sent
海外研报
2024年09月28日
GS--Strategy Espresso_ Q&A on rising recession risk for European equities
We have received questions about the weak PMI data combined with a cautious
海外研报
2024年09月28日
SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades
SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades
海外研报
2024年09月28日
SNB — Delivers a 25bp Cut and Adopts Easing Bias
BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%
海外研报
2024年09月28日
NY Open - Adrenaline rush
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR
海外研报
2024年09月28日
GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub
US gas markets continue to approach the turning point where gas prices will, in
海外研报
2024年09月28日
