海外研报

BofA_High Frequency Monitor Persistently positive_20241021

Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US

Cheatsheet - G10 & EM Week Ahead_ Stay focused

By Varshi Karamsetty, Naveen Nair,Valery Berenshtein

CitiFX Techs - US rates_ Momentum vs resistance

US rates are testing interesting resistance levels. While the momentum on yields suggests that we could see further upside,

Deutsche Bank - Mapping Markets Oct 21 (1)

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank - Mapping Markets Oct 21

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank Research - Investor Positioning and Flow - Oct 21

On the growth front, positive surprises started with the robust payrolls report

FX Weekly--USD continues to rebound ahead of US election1154

FX View: The USD is on course to advance for the third consecutive week. We

JPM_US Market Intell Afternoon Briefing_20241021

SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to £1.0015,

What drives US voters?--US special

We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find