海外研报
筛选
Into the Second Round
With the second-round French election on 7 July, we discuss key election-related developments in the days following first-round
海外研报
2024年07月08日
The return of the rest?
In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
海外研报
2024年07月17日
Weekend Cross-Asset Dislocations (20-Jul-2024)
remains lower than we would expect in the context of the economic environmentand options prices show that investors are not overly concerned about a
海外研报
2024年07月22日
Weakened consensus on monetary policy
Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.
海外研报
2024年07月10日
European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
海外研报
2024年07月11日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
Prepared by Prime Brokerage. In evaluating this material, you should know that it could have been previously provided to other clients and/or internal Goldman Sachs personnel, who could have already acted
海外研报
2024年07月15日
Summer Stalemates
A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
海外研报
2024年07月16日
