海外研报
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On Crude's Tug-Of-War
Bottom Line: A continued softening of oil demand will eventually intensifybearish pressures and pull the floor from beneath oil prices. But we probably arenot there yet..
海外研报
2024年08月20日
Q2 preview: bumpier path, same compelling destination
Blackwell transition could mute upside near-termMaintain Buy, top sector pick ahead of NVDA FQ2 (Jul) results due 28-Aug. Media reports
海外研报
2024年08月20日
Trading Catalysts Eyes on Jackson Hole, minds on NVDA
Economics: Slow and steadyThe message from last week’s data was clear: inflation is soft enough for the Fed to
海外研报
2024年08月20日
Tail wags dog as rate hike expectations fade despite hawkish rate increase
The BoJ increased its policy rate to 0.25% at the July 30-31 Monetary Policy Meeting when the market was not expecting it and also emphasized its intention to
海外研报
2024年08月20日
Data pushes back against 50bp September cut
A fed-focused week lies ahead with the annual Jackson Hole Economic Symposium in the spotlight, along with the minutes from the July FOMC
海外研报
2024年08月20日
Confidence Game-Global Daily
As we approach the Jackson Hole Symposium later this week the message from Fed speakers, broadly, has been that they are gaining confidence that the economy is reaching the point where
海外研报
2024年08月20日
The Treasury cash-futures basis ischeap
The reason for these high expected returns-or, put slightly differently, thecheapness of the Treasury basis -likely stems from the recent increase in marketvolatility and ongoing concerns about funding pressure. As the chart shows,
海外研报
2024年08月20日
