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Global Strategy Weekly
What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
海外研报
2024年08月09日
Global Rates Trader Risk Relaxation
Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
海外研报
2024年08月10日
What’s Top of Mind in Macro Research
US: benign inflation, continued focus on growthUS core CPI rose 0.17% in July, roughly in line with expectations, which led us to
海外研报
2024年08月16日
July 2024 Hedge Fund Recap
HFs able to post small gains despite heightened market volatility / LS de-grossing in July
海外研报
2024年08月21日
Global Equity Market Arithmetic
Equities bounced back strongly last week, with the MSCI World gaining 4.0% to leave it just 1% away from its all-time high. The S&P 500 has now recouped the losses that started initially on 11
海外研报
2024年08月21日
