海外研报
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BofA_US Semiconductors ASML implications- step back for semicaps, AI still strong_20241015
ASML cut showcases increasing divergence in semis
海外研报
2024年10月17日
China Credit Conundrum_ Mapping China's Credit - Releveraging As Real Estate Downturn Bites
The last two years have seen China's leverage rise again. We estimate China's non-financial debt to
海外研报
2024年10月17日
HF Highlights - 2024.10.11
There was some divergence in HF returns this past week as performance of equities across regions was relatively mixed (US
海外研报
2024年10月17日
JPY Weekly - 15 October 2024
The USD/JPY opened the week at 148.78. The pair tested 149 early in the Tokyo
海外研报
2024年10月17日
September 2024 Hedge Fund Recap
. HFs were able to protect returns amidst the volatility
海外研报
2024年10月17日
The French budget for 2025_ ambitiously unrealistic
France faces its biggest public deficit issue for decades, with its deficit
海外研报
2024年10月17日
USD climbing up the positioning ranks once again
At present, the G10 FX PIX 2.0 signals that the AUD is overbought as well
海外研报
2024年10月17日
NDR--After reversals in dollar and yields, gold unyielding
Now that we’ve closed out our bearish dollar
海外研报
2024年10月18日
