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MS--Global Macro Strategist Super Size Me

August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor
海外研报

GS--Addressing FAQs on a potential merger between UniCredit and Commerzbank

On 11 September, UniCredit announced that it has acquired a c.9% stake inCommerzbank and will submit regulatory filings for authorisation potentially to
海外研报

Citi_The Global Point Wednesday, 11 September 2024

China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta
海外研报

GS--China+ Conference 2024: AI panel: From Infrastructure to Application;

We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech
海外研报

Capital Markets Strategy

"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"
海外研报

BJ--S&P 500 Futures Intraday Roll Cost Monitor

Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
海外研报

BofA_Liquid Insight AUD and iron ore_20240910

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报

BofA_Liquid Insight AUD and iron ore

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报

BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk

More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start
海外研报

BS--Carrier promotions modestly better than last year

Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone
海外研报