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AN ECONOMIST’S GUIDE TO NVIDIA
It is a sad state of affairs (for economists, anyway) when the latest earnings report from asingle stock name is a much bigger deal than the US CPI or non-farm payrolls. But tha
海外研报
2024年09月06日
BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
海外研报
2024年09月06日
FOREIGN INVESTORS SKIP A HIGH GROWTH STORY
Despite India’s relatively fast-paced GDP growth and stable macroeconomic parameters, foreign investment has been lacking in terms of both long-term FDI as well as short-term FII
海外研报
2024年09月06日
IS THE NEW MACRO SUPERCYCLE ON TRACK?
Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
海外研报
2024年09月06日
Barclays_Global Economics Weekly Easing time has come
Easing time has comeWhile the US jobs report did not bring final clarity on the size
海外研报
2024年09月09日
BNP Paribas Global Macro CTA Tracker
Our Global Macro CTA Tracker aims to provide an insight into the average CTAtrend-following strategy, by simulating a cross-asset portfolio strategy that
海外研报
2024年09月09日
MS - Friday Finish - It s Friday ... and you still have a job
The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The
海外研报
2024年09月09日
GS--Oil Comment: OPEC+ Extends Voluntary Cuts
The 8 OPEC+ countries agreed yesterday to extend their extra voluntaryproduction cuts for two months until the end of November, underscoring the
海外研报
2024年09月09日
