海外研报
筛选
June JSDA Trading Volume of Over-the-Counter Bonds
CLEAR SIGNS OF BEARISHNESS ON SUPER-LONG JGBSJSDA Trading Volume of Over-the-Counter Bonds data for June were indicative of most
海外研报
2024年07月23日
Equity Strategy
Q2 reporting season is heating up, Activity was broadly better for the quarter,sequentially, pointing to an improvement in earnings delivery - top chart. This,though, is to a good extent reflected in consensus estimates, where Q2 EPSprojections
海外研报
2024年07月23日
Today's Morning Meeting
quity Strategy(Mislav Matejka,CFA)Q2 Preview: Consensus call for the EPS narrowing between the Mag-7 and rest might still be lackingQ2 reporting season is heating up. Activity was broadly better for the quarter, sequentially, pointing to
海外研报
2024年07月23日
Europe Mon Research Other
The ECB delivered an uneventful meeting with the message of 'data dependenoe' front and canter, although a later headline of'ECB oficlals consider if only one more cut ls feasible in 2024 was a litle confusing. Biden finaly announced he was
海外研报
2024年07月23日
TOP OF THE AGENDA
SPX +1.1%, NDX +1.5%,RTY +1.7%.WTl-31bps at $78.40, NatGas +578bps to $2.25, UKNatGas -155bps to£0.7797,Gold -18bps to $2,397,Silver -34bps to $29.13, 10Y @ 4.253%, andVIX @ 14.91.
海外研报
2024年07月23日
Mexico: Firm Broad-Based May Sequential Real Activity Expansion (Ramos)
Bottom Line: Real activity recorded a 0.75% mom sa variation in May, firmer thanexpectations for a milder 0.55% mom sa increase and more than offsetting the April
海外研报
2024年07月23日
US Elections & the MexicoChina Bridge vs. Buffer Debate
Key TakeawaysChinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports ~75%
海外研报
2024年07月23日
Weekly Warm-up: Does TheCycle Matter More Than TheElection Outcome?
Does the Cycle Matter More Than The Election Outcome? Like in 2016.2017, we are more focused on the cadence of the business cycle than on theoutcome of the election, While markets have been digesting the rising oddsof a Trump win, cyclical
海外研报
2024年07月23日
New Monetary Framework: more hawkish than you think
The ECB’s new monetary framework is set to take effect on18 September, and yet nothing will really change. The only effective
海外研报
2024年07月23日
Precious Analyst China’s Structurally Resilient Gold Demand
The gold price set a new all-time high of $2,483/toz on Wednesday (July 17) asexpected Fed cuts are poised to bring Western capital back into the gold market.
海外研报
2024年07月23日
