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GS What Matters Today HALO'd too far , NVDA Takeaways from GTC, Dissecting the Hawkish Repricing into a Busy Central Bank Week, Oil Even Larger Shock for Refined Products Than for Crude, Pre FOMC Thoughts wit

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SocGen_Global Equity Market Arithmetic Investors rotate towards dividend payers and quality income_20260316

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Barclays_Global_Macro_Thoughts_Time_decay

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JPM China Consumer Strategy_ Jan-Feb retail sales up 2.8% (beat); higher for longer oil price leading to cost concerns

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20260315-高盛-美国经济分析：3月份FOMC会议前瞻，双向风险加大（摘要）

海外研报

20260317-摩根大通-观点：供应扰动风险重点关注食品

海外研报

20260315-高盛-全球经济评论：伊朗战争带来的供应冲击主要局限于能源领域（摘要）

海外研报

20260316-高盛-全国房地产行业市场月度追踪：2026年1_2月价格趋势令人鼓舞，但建筑活动依然低迷

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中文翻译版 Bernstein Future of Tech_ Can China achieve AI supremacy__ Global Energy Storage

海外研报

Bernstein - Prediction Markets Are we still in the wild west? - Takeaways & transcript from our call with a top sports betting attorney_20260317

海外研报