海外研报

third-point-q3-2024-investor-letter_tpil (5)

The top five winners for the quarter were a private position in R2 Semiconductor, Pacific Gas

Trailing stop for short EUR_USD

Important: Please note that in the United States, this fixed income research report is considered

US Week Ahead_ October 21 - October 27

08:55 AM Dallas Fed President Logan (FOMC non-voter) speaks

USD_ Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

When Things Kinda Make Sense

I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,

GS--Checking in on softlines ahead of 3Q earnings;

Remain cautiously optimistic but expect volatility through 2H: We have

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update001

The MXAPJ Index dropped 0.5% today. Australia and Taiwan markets outperformed,