海外研报

Global Credit Trader The rotation has yet to reach CCCs

Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.

Q2’24 Earnings Review: Solid Earnings Result Driven By Subscriber Momentum

Netflix reported a solid Q2 ’24 earnings report driven bybetter-than-expected subscriber growth (driven by strong contentslate & scaling of ad supported tier) with a more mixed picture on

US Weekly Kickstart

Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four

USD long-term fair value falters in Q124

The USD saw its long-term fair value fall somewhat across the board in Q124. The drop came on the back of the continuing loss of its real rate &

Likely to Sell 30% of CrownRock to Ecopetrol

In an 8-K filing today, OXY disclosed that it is in discussions with Ecopetrol to sell 30% ofCrownRock for $3.6 billion. This equates to 30% of OXY's acquisition consideration for