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Patience and persistence pay off for Pampa Energia

Move to OW on scale, trajectory, fundamentals & strategyPampa Energiía has been able to maintain low leverage, high liquidity while still
海外研报

Exchange volumes remain a bright spot within Cap Mkts 3QTD

More than halfway through 3Q24, we take a look at capitalmarkets KPIs and its impact on revenue trends across the
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Reiterate Buy rating (on Conviction List) on Potential

We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
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US MARKET INTELLIGENCE: MACRO WEEK AHEAD

AUG 26- Durable Goods and Cap Goods at 8:30am ET. Dallas Fed Mfg. Activity at10:30am ET.AUG 27 - FHFA House Price index and House Price Purchase Index at 9am ET. Conf.Board Consumer Confidence/Present
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US MARKET INTELLGENCE:MORNING BRIEFING

US: Futs are higher to start the week with small-caps outperforming. Pre-mkt, NVDA (+94bps)is leading both Mag7 and Semis higher as bond yields continue to decline as yield curve bullsteepens. USD is flat and commodities are bid with both Energy and
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CHINA ECONOMIC UPDATE

July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
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Fixed Income Special European futures rollover outlook Sep-24/Dec-24

The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
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"Wolf! Wolf! The wolf is chasing the sheep!"

Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data
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TECHNICAL ANALYSIS

2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
海外研报

Summer revision courses: Monetary Framework

The ECB’s monetary policy aims at having an influence on credit conditions; put simply, this is how monetary policy functions.
海外研报