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Peter Tchir - ACADEMY SECURITIES

海外研报

SocGen - Commodity Special - Systematically positioning for tariffs. A look at commodity QIS

海外研报

SocGen - Week Ahead in Economics - Hope of lower tariffs springs eternal

海外研报

TS Lombard 2025-05-12-De-Escalation Gains Have Further To Go-en

海外研报

BofA - Hartnett - Global Fund Manager Survey The Geneva Prevention_20250513

海外研报

GS China Industrial Tech_ Updating TP_EPS post China-US tariff rollback

海外研报

GS Gold_ Macro to Micro – Physical Outlook & Implications for Equities [Replay]

海外研报

GS Prime - HFs aggressively net bought equities (led by short covers) following a US-China Trade Deal

海外研报

JPM_Delta-One Flows & Positioning- CTAs shift risk-on- strong fixed income and international equity ETF inflows; reduction in dealer ES shorts-20250512

海外研报

GS China Consumer_ Pulse check_ 1Q25 wrap-up_ Consistent trends vs

海外研报