海外研报
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DB_Investor Positioning and Flows_20240920
Our measure of aggregate equity positioning rose modestly again this week but is not yet elevated and only about mid-way within the upper half of its long-run band (z score
海外研报
2024年09月23日
DB_Commitment of Traders_20240920
Interest Rates: Speculators were bearish in Treasury futures, extending their net short positions by 134K contracts in TY equivalents over the week
海外研报
2024年09月23日
GS--China_ Fiscal challenges intensified in August
China’s fiscal data showed broad-based weakness in August, despite fastergovernment bond net issuance. On-budget fiscal revenue growth fell modestly,
海外研报
2024年09月23日
GS--1H24 wrap-up, summer summary and Golden Week preview: strong traffic and weak
Chinese airlines have experienced a strong volume growth while a more normalizingairfare this year. For domestic market, we forecast the domestic passenger traffic to
海外研报
2024年09月23日
Central_Bank_Weekly__20th_September_202401
RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45
海外研报
2024年09月23日
Japan: BoJ’s rate hike temporarily suspended
BoJ officials have repeatedly stated that if the outlook for the economy and prices is to be realised, they will adjust the degree of monetary
海外研报
2024年09月23日
BofA_Systematic Flows Monitor Long bonds & Gold along with short USD & commods driving
CTA equity longs are higher but still with room to addSince we noted four weeks ago that differences in long- and short-term trend signals
海外研报
2024年09月23日
BofA_A Week Ahead Companies reporting – 23rd September to 27th September_20240919
under the FINRA rules.Refer to "Other Important Disclosures" for information on certain BofA Securities entities that take
海外研报
2024年09月23日
BofA_A SmallCap Week Ahead Companies reporting – 23rd September to 27th September_20240919
>> Employed by a non-US affiliate of BofAS and is not registered/qualified as a research analyst under the FINRA rules.
海外研报
2024年09月23日
GS--How Global Economic News Affects AEJ Financial Markets
The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through
海外研报
2024年09月23日
