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Global Strategy Weekly
We have always exhorted our readers to watch Japan closely as it has consistently been a forerunner of major market moves (eg the late 1990s tech bubble started to
海外研报
2024年09月06日
AN ECONOMIST’S GUIDE TO NVIDIA
It is a sad state of affairs (for economists, anyway) when the latest earnings report from asingle stock name is a much bigger deal than the US CPI or non-farm payrolls. But tha
海外研报
2024年09月06日
BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
海外研报
2024年09月06日
FOREIGN INVESTORS SKIP A HIGH GROWTH STORY
Despite India’s relatively fast-paced GDP growth and stable macroeconomic parameters, foreign investment has been lacking in terms of both long-term FDI as well as short-term FII
海外研报
2024年09月06日
IS THE NEW MACRO SUPERCYCLE ON TRACK?
Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
海外研报
2024年09月06日
Barclays_Global Economics Weekly Easing time has come
Easing time has comeWhile the US jobs report did not bring final clarity on the size
海外研报
2024年09月09日
MS - Friday Finish - It s Friday ... and you still have a job
The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The
海外研报
2024年09月09日
GS--Oil Comment: OPEC+ Extends Voluntary Cuts
The 8 OPEC+ countries agreed yesterday to extend their extra voluntaryproduction cuts for two months until the end of November, underscoring the
海外研报
2024年09月09日
