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Relative value models and analysis
Mean Rvt Rank is based on an autocorrelation statistic on spline spreads over the past month. 100 means the spread is highly mean reverting relative to others, and vice versa.
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2024年07月19日
Europe Economic Weekly Back to cuts when back to school
Weekly view: Time to watch cycling and the OlympicsWe end the week feeling more comfortable again that the ECB will deliver a September
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2024年07月20日
Equity Strategy
SPW, an equal weighted S&P500 index, has stalled since March, and is behind SPX so far this year by more than 10%. We think this is reflecting a changing Growth-Policy narrative vs early 2024. Entering this year, investor expectations were for a
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2024年07月05日
Weakened consensus on monetary policy
Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.
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2024年07月10日
European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
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2024年07月11日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
Prepared by Prime Brokerage. In evaluating this material, you should know that it could have been previously provided to other clients and/or internal Goldman Sachs personnel, who could have already acted
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2024年07月15日
Summer Stalemates
A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
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2024年07月16日
NVDA Thermal Issues?
I got a lot of incoming questions yesterday on a sell-side competitor’s reports of thermal issues impacting NVDA GB200 Bianca board (1 CPU + 2 GPU) mass production. Albert Hung sees no impact so far in the Asia foodchain
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2024年07月17日
UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services
BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to
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2024年07月18日
Mid-July JD Power US pricing data indicates industry ATPs at $43.9k, -2.0% m/m and -3.3% y/y
Analyst(s) Certification(s):I, Dan Levy, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
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2024年07月22日
