海外研报
筛选
July 2024 Hedge Fund Recap
HFs able to post small gains despite heightened market volatility / LS de-grossing in July
海外研报
2024年08月21日
Global Equity Market Arithmetic
Equities bounced back strongly last week, with the MSCI World gaining 4.0% to leave it just 1% away from its all-time high. The S&P 500 has now recouped the losses that started initially on 11
海外研报
2024年08月21日
US Election Cheatsheet_ All facts, no fiction
We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
海外研报
2024年09月22日
The Start of a New Cycle
The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in
海外研报
2024年09月23日
UBS--China’s policy pivot gathering momentum
meeting to focus entirely on economics, just two days
海外研报
2024年09月29日
Barclays_China stimulus Incremental vs bazooka_20240927
September's Politburo meeting reinforced expectations that
海外研报
2024年10月01日
