海外研报
筛选
MS--Global Macro Strategist Super Size Me
August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor
海外研报
2024年09月12日
BARCLAYS--US Credit Alpha Tone shif
This week, we highlight the influence systematic investing hashad on debt-equity relationships, forecast fund flows for
海外研报
2024年09月12日
BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01
1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
海外研报
2024年09月12日
GD--ARE BONDS DONE ALREADY?
We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s
海外研报
2024年09月12日
GD--TRUMP-HARRIS DEBATE HAS A 'WINNER' - WHAT NEXT?
Betting markets have, by and large, declared Vice President Kamala Harris the victor of the first combativeTrump-Harris presidential debate (Polymarket, +6pp / PredictIt +8¢ to Harris) – but how much will this matter?
海外研报
2024年09月12日
CITI--Strategy for Uncertainty? Raise Quality Key Tak
The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
海外研报
2024年09月12日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
海外研报
2024年09月12日
GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update
FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB
海外研报
2024年09月12日
GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)
Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print
海外研报
2024年09月12日
