海外研报
筛选
Israel: BoI on Hold, As Expected
Bottom Line: The Bank of Israel left its policy rate on hold at +4.50%, in line withour forecast and consensus expectations. In the accompanying press statement, the
海外研报
2024年08月29日
Delta One Flows & Positioning
Futures Flows: Last week we saw large net inflows (>1.5z) into 3M SONIA, Aluminum, and Bitcoin futures, and large net outflows (
海外研报
2024年08月29日
NVDA Bars, DELL, GTLB, S, SMCI, Hon Hai
Sentiment: Even before last month’s Blackwell panic, investors I speak with were already looking to diversify their AI holdings a bit; but still nobody seemed keen to bet against the name, on a view that the remain extremely
海外研报
2024年08月29日
US MARKET INTELLIGENCE:MORNING BRIEFING
US: Futs are flat into NVDA earnings this afternoon; NVDA is +31bps pre-mkt with the balanceof Mag7 performing similarly and Semis are also bid. Bond yields are lower in the front-endwith 10Y unchanged. USD is looking to reverse yesterday's gains as
海外研报
2024年08月29日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年08月29日
Global FX Positioning: Short DXY Positions Stretched. Broad USD Positioning Short - Not Stretched
In the week ending Friday, August 23, options pricing data indicate investors added long NZD and GBP positions and increased short USD (DXY) positions. In futures,
海外研报
2024年08月29日
Signals, Flows & Key Data
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
海外研报
2024年08月29日
THE EUROZONE ECONOMIC MONITOR
Destatis confirmed the decline in German GDP in Q2, despite still not publishing services data.
海外研报
2024年08月29日
Salesforce Inc. (CRM): First Take on F2Q25 Results
Salesforce is indicated up 4% AH as F2Q25 with sub revenue +9% yoy (+10% inCC) vs FactSet consensus’ 8.4%, OM of 33.7% (vs expectations for 32%), cRPO
海外研报
2024年08月29日
Fixed Income Special European futures rollover outlook Sep-24/Dec-24
The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
海外研报
2024年08月29日
