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Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwinds nfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月29日
US MARKET INTELLIGENCE:MORNING BRIEFING
US: Futs are flat into NVDA earnings this afternoon; NVDA is +31bps pre-mkt with the balanceof Mag7 performing similarly and Semis are also bid. Bond yields are lower in the front-endwith 10Y unchanged. USD is looking to reverse yesterday's gains as
海外研报
2024年08月29日
NVDA Bars, DELL, GTLB, S, SMCI, Hon Hai
Sentiment: Even before last month’s Blackwell panic, investors I speak with were already looking to diversify their AI holdings a bit; but still nobody seemed keen to bet against the name, on a view that the remain extremely
海外研报
2024年08月29日
Delta One Flows & Positioning
Futures Flows: Last week we saw large net inflows (>1.5z) into 3M SONIA, Aluminum, and Bitcoin futures, and large net outflows (
海外研报
2024年08月29日
Israel: BoI on Hold, As Expected
Bottom Line: The Bank of Israel left its policy rate on hold at +4.50%, in line withour forecast and consensus expectations. In the accompanying press statement, the
海外研报
2024年08月29日
Our monthly insights into private markets – July/August 2024
Commercial real estate markets are in a funny kind of limbo. During the first quarter, the number of deals under offer that failed to close spiked in Europe and
海外研报
2024年08月29日
Liquidity strategy: Maintain your lifestyle
The Liquidity. Longevity. Legacy. framework helpsinvestors plan and optimally invest their wealth so
海外研报
2024年08月29日
What factors can investors consider when fixedterm deposits expire in today's choppy markets?
• Fixed-term deposits (FTDs) offer investors a yield—often in excess of prevailing market rates—in
海外研报
2024年08月29日
Greater China Insight
Hong Kong plays an intermediary role in broader Australia-China economic ties and acts as a conduit for offshore transactions.
海外研报
2024年08月29日
GS UK Today: Encore: Buy CCH | Gaming | BHP | Cross Asset Vol | G10 Inflation
CCH – strong momentum in Poland – We think consensus organic sales at +12% (vs+13.5% GSe) is conservative in light of +14% growth in Q2. We note CCH screens
海外研报
2024年08月29日
