海外研报
筛选
EF--Mixed jobs report offers no definitive signal for the Fed 01
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月12日
JPM--US MARKET INTELLIGENCE ELECTION UPDATE
WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the
海外研报
2024年09月12日
GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,
We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,
海外研报
2024年09月12日
GS--Global Markets Daily: Q&A on the Dollar After the First Cut
Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?
海外研报
2024年09月12日
GS--EASD Day 1 takeaways - long acting insulin
The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)
海外研报
2024年09月12日
CITI--Strategy for Uncertainty? Raise Quality Key Tak
The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
海外研报
2024年09月12日
GD--TRUMP-HARRIS DEBATE HAS A 'WINNER' - WHAT NEXT?
Betting markets have, by and large, declared Vice President Kamala Harris the victor of the first combativeTrump-Harris presidential debate (Polymarket, +6pp / PredictIt +8¢ to Harris) – but how much will this matter?
海外研报
2024年09月12日
GD--ARE BONDS DONE ALREADY?
We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s
海外研报
2024年09月12日
BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01
1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
海外研报
2024年09月12日
BARCLAYS--US Credit Alpha Tone shif
This week, we highlight the influence systematic investing hashad on debt-equity relationships, forecast fund flows for
海外研报
2024年09月12日
