海外研报
筛选
FX--About the relationship between oil prices, inflation and rate expectations
About the relationship between oil prices, inflation and interest rate expectations //New Zealand central bank is stepping up the pace // PLN, CZK, HUF: Signs ofrecovery // Not much new from the Mexican inflation data?
海外研报
2024年10月11日
BCA--Is The Fed Asleep At The Wheel… Again?
The good news is that we should not fear an imminent US recession.• In the absence of recession though, the Fed cannot cut rates as aggressivelyas is priced if it wants to keep inflation and inflation expectations anchored at2 percent.
海外研报
2024年10月11日
Barclays_Netflix, Inc_20241007
NFLX’s premium valuation is predicated on revenue growth
海外研报
2024年10月11日
BofA_Liquid Insight Is US election risk already overpriced_20241007
Fade USDCNH vol risk premium into US election
海外研报
2024年10月11日
UBS--“Trade-in” program boosts 2H new electric vehicle sales
We turn more positive on the outlook for Chinese
海外研报
2024年10月11日
