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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
Barclays - Global Rates Weekly_ Decision time
In the US, strength in income and underlying activity suggeststhat neutral is higher than currently priced in. We recommend
海外研报
2024年09月10日
JPM_Japan_Equity_Strateg
Following the release of US employment data September 6, the yen strengthened to the ¥142/$ level and Nikkei 225 futures fell more than 3% over the weekend. Japanese
海外研报
2024年09月10日
MS--Morgan Stanley Global Macro Forum
= Analysts employed by non-U.S. affiliates are not registered withFINRA, may not be associated persons of the member and may not be
海外研报
2024年09月10日
Nomura Quant Insights
Best to keep an eye on macro hedge funds' continued bullishness on US equitiesIn the US, the S&P 500 continued its slide yesterday. It looks as though in the run-up to
海外研报
2024年09月10日
RBC_Gold Assayer Riding the High – September 2024 Issue
Gold prices are highly data dependent on a daily basis, and at the same time also riding the high of a confluence of supportive narratives. Rate
海外研报
2024年09月10日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Malaysia and Singapore markets outperformed,while Korea and Hong Kong markets underperformed. Within MXAPJ sectors, Cons
海外研报
2024年09月11日
GS--AT&T Inc. (T): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) Management continues to expect anormalization in the wireless industry, but has not seen this occur. The company
海外研报
2024年09月11日
