海外研报
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Rotational correction tests gap support
Rotation is the lifeblood of a bull marketOnly Technology and Communication Services beat the S&P 500 (SPX) over the first six
海外研报
2024年07月27日
Global Economic Weekly Patience is a virtue
Global Letter: Patience is a virtueMajor central banks to meet next week. We expect the Fed to remain on hold, the BOJ
海外研报
2024年07月27日
The Flow Show Peak Oligarchy
Scores on the Doors: crypto 33.5%, gold 14.1%, stocks 11.0%, oil 9.3%, commodities 5.4%, HY bonds 4.4%, cash 3.0%, US dollar 2.9%, IG bonds 0.8%, govt bonds -3.1% YTD.
海外研报
2024年07月27日
Re-examining implications for commodities under a Red Wave
Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
海外研报
2024年07月27日
Mutual funds modestly reduce China exposure in June
Foreign (FII) flows / positioningn The EM Asia region saw another week of heavy selling
海外研报
2024年07月27日
End of Week Market Intelligence: topsy...
... turvy...The sense of trepidation that picked up last week across the Tech tape, especially,has generally continued throughout this week (the NASDAQ Composite index is
海外研报
2024年07月27日
1H/2Q-24 Earnings Tracker: Earnings Fail to Impress
More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents
海外研报
2024年07月27日
European Views: Rising Downside (Stehn)
1. Following a stronger-than-expected pickup in Q1 activity, the Euro area growthoutlook has dimmed. First, the incoming activity data looks notably weaker, with a
海外研报
2024年07月27日
Fed Chatterbox: July Edition (Rindels)
Since the FOMC’s June meeting, FOMC participants have highlighted the betterinflation readings in recent months following the firmer prints in the first quarter.
海外研报
2024年07月27日
Implications of Higher Tariffs for Euro Area and US Monetary Policy
Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.
海外研报
2024年07月27日
