海外研报
筛选
GS--Revisiting unrealized RE gains
TOPIX: 2,642.35 (2.8%) / NK225: 37,723.91 (3.1%)n Top sectors: Marine Transport, Non-Ferrous Metals
海外研报
2024年09月22日
JPM_Thursday FAQs ... Wireless, Shorts, ABNB, CRM, Flows, Rebal Day, JPM EOF_20240919
Wireless: AT&'T -2% getting a lot of atiention... risk on rotation plus rates a touch higher today and T the most crowded is1.
海外研报
2024年09月22日
GS--KOSPI continued to gain by 1% despite semi sector volatility
KOSPI continued to gain by 1% despite semi sectorvolatility. The Pharmaceutical, Steel and Shipbuilding
海外研报
2024年09月22日
Remain LT bullish on Private Credit & less concerned with credit within our coverage
Remain bullish on private credit – long and short-termAs we prepare for lower interest rates, we have monitored an increase in investor inbound
海外研报
2024年09月22日
precision-insights-credit-sep-24
With most developed market (DM) central banks having kicked off their rate cutting cycles, high yield
海外研报
2024年09月22日
precision-insights-em-august-2024
We outline our latest views on emerging market (EM) single countries, updated regularly to reflect the latest macro and .
海外研报
2024年09月22日
Quick RIC - Between a stock and a hard place
The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报
2024年09月22日
GS--Takeaways from Digital Forum: Underappreciated Technology Value
We attended the SLB Digital Forum in Monaco, which broughttogether 1,400 customers and technology partners, and highlighted
海外研报
2024年09月22日
Taboo--Global Daily Market comments
This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized
海外研报
2024年09月22日
GS--The consumer, savings and stock performance
UK households benefit from positive real incomegrowth; the latest labour market data show private sector
海外研报
2024年09月22日
