海外研报
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GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)
The historically large flattening and inversion of the US yield curve over the past
海外研报
2024年10月22日
UBS--Hong Kong banks: Navigating challenges in HK's CRE market
1H24 net profits decline: Hong Kong banks' net
海外研报
2024年10月23日
GS--Reflation divergence: US exceptionalism continues
Risk appetite continued to pick up last week, with our Risk
海外研报
2024年10月23日
JPM_Commodity Market Positioning and Flows_20241021
The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o
海外研报
2024年10月23日
JPM_Credit Calls Tuesday, October 22, 2024
High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi
海外研报
2024年10月23日
GS--Generally in-line qtr; is decelerating growth enough relative to valuation?
Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well
海外研报
2024年10月23日
MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?
Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,
海外研报
2024年10月23日
MS_US Election Brief_20241022
Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.
海外研报
2024年10月23日
