海外研报
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SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH) FOR INSTITUTIONAL CLIENT USE ONLY
Are investors navigating by the stars under clear skies? This year’s equity market trading has largely been characterized by much fortitude as many have
海外研报
2024年08月26日
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年08月26日
The White House and the Dollar
Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration
海外研报
2024年08月26日
Time to Enter UST Steepeners
After having adopted a neutral stance on the US yield curve for much of the past year, we believe now is the time to enter US
海外研报
2024年08月26日
Taking stock, looking ahead
We expect a muted recovery in European and US steel prices into YE, underpinned by a seasonal pick-up in activity and, in
海外研报
2024年08月26日
What's Priced In? Boom or Bust?
We analyze where cross-asset valuations are after the sell-off and rebound. While a shallow cutting cycle supports risk, we
海外研报
2024年08月26日
Venture Vision: Back to Neverland?
On the cusp of US rate cuts, according to our Economists, anticipation is high that venture/growth markets will step in to
海外研报
2024年08月26日
