海外研报
筛选
What’s Top of Mind in Macro Research: Trump’s rising presidential odds, Fed cuts may soon begin,
US election: Trump’s rising oddsThe likelihood of a Trump presidency has risen further in betting markets sinceSaturday’s shocking assassination attempt, and we maintain that such an election
海外研报
2024年07月20日
US Weekly Kickstart
Prediction market odds have shifted sharply in favor of a Trump re-election this November and now stand at roughly 60% compared with 40%-50%
海外研报
2024年07月15日
Breaking the Rules
It’s a general rule that you should avoid saying “This time is different.” So far, though, I have broken that rule in this cycle, because so much of what we are seeing
海外研报
2024年07月16日
DB CoTD: The 2% club has increased
** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报
2024年07月17日
TOP OF THE AGENDA
SPX +1.1%, NDX +1.5%,RTY +1.7%.WTl-31bps at $78.40, NatGas +578bps to $2.25, UKNatGas -155bps to£0.7797,Gold -18bps to $2,397,Silver -34bps to $29.13, 10Y @ 4.253%, andVIX @ 14.91.
海外研报
2024年07月23日
Regional Market Focus ETF in Focus
The ageing global population and rising life expectancy are driving an increase in healthcare spending. Healthcare accounts for over 10% weightage in major global indices
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2024年07月10日
GS Equity Radar
European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
海外研报
2024年07月15日
European Contextual Diary The Week Ahead
Danske Bank (Buy, PT DKr244) to report Q2 2024 Results on 19 JulFollowing the recent positive profit warn by Danske, we expect a small reversal in credit
海外研报
2024年07月15日
Global equities lost 2.1%; Momentum sold-off
Implications of trade policy for global marketsPrediction markets are now assigning a high probability
海外研报
2024年07月23日
Weaker Dollar with Softer US CPI
The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
海外研报
2024年07月15日
