海外研报
筛选
As they extend & pretend, we defend
The RIC OutlookUS households have a record $18.3tn in cash, +40% since ‘19. Cash is already a drag net of taxes, inflation, and Fed cuts. Where’s an asset allocator to go? We favor credit for the
海外研报
2024年07月18日
Market Comments
Neither was the IMF, who in ‘The World Economy is in a Sticky Spot’ warned upside risks to inflation had increased due to sticky services inflation, raising the prospect of even higher-forlonger rates. Yet their warning
海外研报
2024年07月18日
Restructuring begins to bear fruit
T . JD.com currently has a c.18% market share in terms ofGMV. JD’s self-developed fulfilment and logistics infrastructure (1,300 warehouses with GFA of 23m
海外研报
2024年07月18日
Breaking up
EUA prices are stuck at €65–75/t and are unlikely to shift far out of that range in the coming week. The call option open interest (OI) stack still to be more highly hedged
海外研报
2024年07月18日
