海外研报
筛选
TAIEX -1% despite a 3% rebound in TSMC, amid declines across non-defensive
Performance: MSCI/All Taiwan +0.6%/-0.9% this week,outperforming MXAPJ by +1.5% (in US$), with gains in
海外研报
2024年08月10日
Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption
The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.
海外研报
2024年08月10日
European Banks How Far Can Banks Fall?
CITI'S TAKE SX7P is -10% in just three days, following weak US economic data and increasing fears of a global hard landing, but does appear to have found a
海外研报
2024年08月09日
US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024
and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-
海外研报
2024年08月09日
