海外研报

GS--VIVE Focus Vision launch supporting 4Q24 recovery; immersive and low-latency VR/MR experiences

New VR headset launched: HTC launched a new headset model, VIVE Focus Visionin Sep 2024 (link), priced at US$999, equipped with an immersive display, dual color

JPM_Positioning Intell Weekly Wrap_20240920

In the US, HFs remained net sellers (-1.3z in past 5d) as selling/de-grossing prior to the Fed was not reversed on Wed/Thurs. Gross and net leverage were basically unchanged WoW. Retail investors did not seem particularly

UniCredit Carbon Weekly - Long and short of it_20240917

Further EUA downside looks limited for the coming weeks as CTAs have remained netshort and are unlikely to sell more, having largely maximised their positions.

UniCredit_BOE REVIEW_20240919

MPC sees gradual cuts, but we think they will move fasterThe Bank of England’s Monetary Policy Committee (MPC) voted 8-1 to leave the bank rate unchanged at 5.00% today. It voted

UniCredit_Sunday Wrap_20240922

Two additional road signs emerged this past week, confirming the direction of travel for economic policies in the Western world.

UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916

EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland

USB--Get ready 4Q outlook: Rates, votes, and volatility

As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.

All That Glitters

Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a