海外研报
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Half-time calm
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海外研报
2024年07月19日
How AI matters for Korea macro? — Nearterm gains amid long game
This week in focusTop policy makers in China concluded the widely-watched Third Plenum this week, with the policy readout highlighting both long term structural reforms and short term
海外研报
2024年07月20日
Interest Rates Daily
Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we
海外研报
2024年07月23日
Argentina: Trade Surplus in June Supported by Weak Imports and a Stronger Harvest (Armella)
Bottom Line: The trade balance recorded a US$1.9bn surplus in June, up from theUS$1.8bn deficit recorded a year ago but weaker than the US$2.6bn surplus in the
海外研报
2024年07月23日
Boeing Co. (BA): Monthly aircraft delivery tracker: July mid-point check-in
Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 23 aircraft in July through 7/21, including 17 737 MAX, 3 787, 1 777, and 2other.
海外研报
2024年07月23日
Further S&P 500 downside could trigger accelerated unwinds from CTAs
CTAs could be unwinding S&P 500 and NASDAQ-100 longsOur CTA model showed trend follower longs in the NASDAQ-100 and S&P 500 at
海外研报
2024年07月23日
US Semiconductors
CITI'S TAKEWe spent the last week meeting investors in New York/Connecticut. Interms ofinvestor sentiment -while NVDA remains the stock with the mostpositive sentiment, we believe AVGO is catchingup to NVDA. Investors werealso positive on NXPl and
海外研报
2024年07月23日
US small cap rotation triggered by macro, boosted by positioning
Russell 2000 has recently recorded the largest two-weekrally against Nasdaq 100 since 2002 (Exhibit 1). The rotation
海外研报
2024年07月23日
Europe Mon Research Other
The ECB delivered an uneventful meeting with the message of 'data dependenoe' front and canter, although a later headline of'ECB oficlals consider if only one more cut ls feasible in 2024 was a litle confusing. Biden finaly announced he was
海外研报
2024年07月23日
