海外研报

Catch-Up Call-Weekly Investment Grade TMT Review

Theme of the week – Between a Roundball Rock and a Hard Place: Although the league has yet to confirm the details, the WSJ and The Athletic both reported

Global Fixed Income Markets Weekly

• Summary performance statistics for trades closed in 2022-2024• Covering Europe, UK, Scandinavia, Japan and Australia/New Zealand trades

Global Fixed Income Technical Update

The 5s/30s curve extends the breakout steepening to the 29.5bp Jan 78.6% retrace and 30bp Apr-Jun range measured move objective. Multi-year base

Global Fixed Income Markets Weekly

Overview: DM central banks showed further progress towards starting or continuing to reduce current monetary policy restriction this week given the

Americas Construction: Building Products: AHAM Read-Throughs

2Q24 T-6 Volumes Up 2% YOY: This compares to a 6% decrease in 1Q and flat ayear ago. We note shipments improved through the quarter against easing

Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (VLO, MEG.TO)

We update forecasts for MEG.TO and VLO to reflect recent commodity prices forCanada oil and refining indicator margins for Valero. Our price target is unchanged for

Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3

Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of