海外研报

GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)

The historically large flattening and inversion of the US yield curve over the past

third-point-q3-2024-investor-letter_tpil (5)

The top five winners for the quarter were a private position in R2 Semiconductor, Pacific Gas

FX Weekly--USD continues to rebound ahead of US election1154

FX View: The USD is on course to advance for the third consecutive week. We

SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.

Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB

GD--ECB: 25BP NOW, 25BP IN DEC

The market went into the meeting pricing a 96% probability of a cut, but you will forgive us if we

Deutsche Bank Research - Investor Positioning and Flow - Oct 21

On the growth front, positive surprises started with the robust payrolls report