海外研报
筛选
GD--COMMODITIES: IS THE AUTUMN RALLY ‘REAL’?
Shifting macro currents have lifted the mood for commodities, removing the excess pessimism that built over the summer and reviving hopes for a pickup in global demand.
海外研报
2024年10月11日
FX--About the relationship between oil prices, inflation and rate expectations
About the relationship between oil prices, inflation and interest rate expectations //New Zealand central bank is stepping up the pace // PLN, CZK, HUF: Signs ofrecovery // Not much new from the Mexican inflation data?
海外研报
2024年10月11日
BofA Equity Vol Insights - Nervous Vol Still Underprices Election Week
Stressed vol still underprices rare election + FOMC weekUS equity vol has become notably stressed in recent days with geopolitical risks rising and the US election approaching. The VIX trades at a 14-point premium to S&P realized
海外研报
2024年10月11日
BofA_FX Viewpoint FX flows & positioning in Q3_20241009
Market overview: Hedge Fund USD selling vs. EM FXBofA investors ended Q3 slightly long USD, neutral rest of G10 FX, and marginally short
海外研报
2024年10月11日
BofA_Liquid Insight ECB- from how fast to how far_20241009
Key takeaways• The ECB seems to have opened the door to back to back cuts. This potentially answers the question of how quickly they cut.
海外研报
2024年10月11日
BofA_US Viewpoint September CPI FAQ- expected report should create scope for dip buying_20241009
0.3% CPI = more bark than biteWhile knee-jerk the market may initially bear flatten with a MoM core 0.3% CPI print, we
海外研报
2024年10月11日
GS--China Optical Transceivers_ 3Q Preview
Optical Transceiver makers (Innolight, Eoptolink, HG Tech, TFC Optical) in ourcoverage are scheduled to report 3Q results during Oct 22~Oct 24. We expect
海外研报
2024年10月11日
GS--China: Tourism data showed largely stable momentum during the National Day Golden Week
Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with
海外研报
2024年10月11日
