海外研报
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Tomorrow, back to only thinking "Rate cuts!"
Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
海外研报
2024年08月30日
Q2 GDP Growth Revised Up on Stronger Consumption
BOTTOM LINE: Real GDP growth was revised up 0.2pp to +3.0% annualized in thesecond quarter, above expectations and reflecting an upward revision to
海外研报
2024年08月30日
Archimedes and the Exchange Rates
to see. All that we have are exchange rates. And you can't tell from them whether theyfluctuate because the value of one currency changes or that of the other.
海外研报
2024年08月31日
Australian Macro Weekly
Nothing to concern the RBA in the monthly CPI We saw nothing in the July CPI indicator that will affect the RBA’s thinking for
海外研报
2024年08月31日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年08月31日
The Flow Show The last private hire
Scores on the Doors: gold 22.4%, stocks 15.4%, crypto 14.3%, HY bonds 6.8%, oil 5.9%, commodities 4.0%, IG bonds 3.8%, cash 3.5%, govt bonds 0.7%, US$ 0.0% YTD.
海外研报
2024年08月31日
Active managers’ holdings update What are your neighbors doing?
2Q trades: LOs bought Comm. Svcs., sold cyclicalsOver the last quarter, long-only funds (LOs) increased their relative weight in
海外研报
2024年08月31日
