海外研报
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artificial-intelligence-what-does-it-mean-for-real-estate
Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and
海外研报
2024年09月13日
Asia_Portfolio_Flows_Emerging_Markets_Asia_August_2024
Despite the yen carry trade unwind at the start of August which triggered a sell-off in risk assets, the month ended with a modest foreign equity
海外研报
2024年09月13日
august-2024-preliminary-hedge-fund-performance-report
Hedge funds were up on average 0.20% in August underperforming the MSCI World which was up 2.68%.▪ YTD hedge funds are up 6.81%, underperforming MSCI world which is up 17.10%.
海外研报
2024年09月13日
BofA_BofA on USA Summer doldrums
Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年09月13日
BofA_US Equity Futures Watch_S&P 500 Futures
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
BofA_US Equity Futures Watch_S&P 500 Futures01
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
gs--Lithium - supply cuts provide floor in the near term
According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on
海外研报
2024年09月13日
Searching for the floor
Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is
海外研报
2024年09月13日
UBS--Crude oil: Focus on OPEC+ compensation cuts
OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.
海外研报
2024年09月13日
electionwatch-12-september-2024-v7
With fewer than eight weeks remaining until Election Day, Vice President Kamala Harris and former President Donald Trump are locked in a very close race to the finish. They are laboring
海外研报
2024年09月13日
