海外研报

Deutsche Bank - Mapping Markets Oct 21 (1)

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank - Mapping Markets Oct 21

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank Research - Hershey

HSY reports 3Q24 earnings results on Thursday, November 7th pre-market

Deutsche Bank Research - Investor Positioning and Flow - Oct 21

On the growth front, positive surprises started with the robust payrolls report

FX Weekly--USD continues to rebound ahead of US election1154

FX View: The USD is on course to advance for the third consecutive week. We

GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)

The historically large flattening and inversion of the US yield curve over the past

GS--Global Rates Notes: 4Q24 Treasury Refunding Preview

Our projected deficit path suggests modest downside risks to Treasury’s n

HSBC_FX Tactician-20241018

The USD continues to be dominated by the outlook for relative interest rates,

JPM_US Market Intell Afternoon Briefing_20241021

SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to £1.0015,

GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers

We examine the changing retail landscape in Australia amid: 1) the re-acceleration of