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Global Earnings Revision Ratio Earnings rebound
Global Earnings Revision Ratio resumes uptrendThe “hint of softness” in earnings expectations on which we reported in July was short
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2024年08月22日
Global FX Strategy What if RFK Jr. joins Trump’s campaign?
CITI’S TAKE Nicole Shanahan – RFK Jr.’s running mate – suggested today that their campaign could join Donald Trump as one of two options (the other is
海外研报
2024年08月22日
Global Rates ldeas
Reiterate UST 5Y-2Y flattenerPage 3A rapid repricing of Fed easing expectations has resulted in substantial steepeningbeing priced into the Treasury curve; we think this presents a near-term opportunityto further harvest carry and reiterate our tactical
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2024年08月22日
Our Top Stock Picks - North America Research
A Summer of Uncertainty. This summer has been characterized by macro uncertainty with data surprising to both the downside and upside. The market has
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2024年08月22日
Weekly Options Watch What’s priced in for Jackson Hole?
Ahead of the Aug 22-24 Jackson Hole symposium, option prices on US bankstocks and most ETFs are low relative to history, while investors are expecting
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2024年08月22日
South Korea Insight-Bank of Korea: on the cusp of a pivot
Although the Bank of Korea (BoK) today unanimously decided to keep its policy rate unchanged at 3.50%, its forward guidance has turned more
海外研报
2024年08月23日
The Structured Credit Trader No end to amend and extend
n Despite the rally across spread products, Freddie Ksenior tranches have lagged and now appear cheap vs.
海外研报
2024年08月23日
