海外研报
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BofA_US Equity Futures Watch_S&P 500 Futures
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
BofA_US Equity Futures Watch_S&P 500 Futures01
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
gs--Lithium - supply cuts provide floor in the near term
According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on
海外研报
2024年09月13日
UBS--Crude oil: Focus on OPEC+ compensation cuts
OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.
海外研报
2024年09月13日
Financial Capital Navigator
The instruments on this list are only suitable for sophisticated investors with a high tolerance for price volatility, illiquidity and possible losses of coupon
海外研报
2024年09月13日
The week ahead: Fed not going big (yet)
• A Fed rate cut next week seems to be a done deal.The crucial question for investors has been whether
海外研报
2024年09月13日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月13日
GS--Global Views: Controlled Descent
1. While Friday’s US jobs report fell modestly short of expectations, it showed arebound from last month, with a 142k increase in nonfarm payrolls and a small dip in
海外研报
2024年09月13日
Macro & Strategy Flash
The ECB cut its deposit rate by 25bp to 3.5% as widely expected. It also narrowed the corridor between the deposit and the main refinancing rate to 15bp as previously announced. President Lagarde did not give
海外研报
2024年09月13日
US Equity Strategy | North America Vintage Values 2025
Vintage Values 2025 assembles the best insights of Morgan Stanley Research for stocks to hold for 12 months: mid- to largecaps likely to realize superior risk-adjusted returns over the
海外研报
2024年09月13日
