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
