海外研报

Barclays_Tesla, Inc_20240923

Decomposing 3Q24 deliveries:Healthy result to avoid negative

BofA - Paul Ciana - Technical Advantage Powell for the people_20240923

US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed

BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is

Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or

Cheatsheet - G10 & EM Week Ahead_ The party continues

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922

CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since

FX Weekly--Muted USD reaction as Fed easing begins

FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for

FXModelTrendStrategy_20240923_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk

GS--Gaming What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US

Here we are--Interest Rates Daily

Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after

USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields

Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key