海外研报
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What’s Top of Mind in Macro Research
US: benign inflation, continued focus on growthUS core CPI rose 0.17% in July, roughly in line with expectations, which led us to
海外研报
2024年08月16日
July 2024 Hedge Fund Recap
HFs able to post small gains despite heightened market volatility / LS de-grossing in July
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2024年08月21日
Global Equity Market Arithmetic
Equities bounced back strongly last week, with the MSCI World gaining 4.0% to leave it just 1% away from its all-time high. The S&P 500 has now recouped the losses that started initially on 11
海外研报
2024年08月21日
US Election Cheatsheet_ All facts, no fiction
We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
海外研报
2024年09月22日
The Start of a New Cycle
The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in
海外研报
2024年09月23日
