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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
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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
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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
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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
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2024年09月11日
GS--Positioned for a prolonged cycle
In 2Q24, we saw topline weakness/misses due to a prolonged slowdown and risingdownside risks in macro and persistent deflationary pressure as well as companies’
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2024年09月11日
JPM_Credit Calls Tuesday, September 10
Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b
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2024年09月11日
EF--Mixed jobs report offers no definitive signal for the Fed
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
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2024年09月11日
MS - How Much Would a 28% Corporate Tax Rate Lower EPS
We assess the EPS impact of a potential proposal to increase the corporate tax rate 7ppt from 21% to 28%, with a median
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2024年09月11日
GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand
The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent
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2024年09月11日
