海外研报

Interest Rates Daily--Wins & losses

Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing

A year on--Global Daily

srael today marks the first anniversary of the brutal attack by Hamas. Around 1,200 people

Asia --FX Outlook Q4 2024 - Ride with the tide01

This year so far, we saw strong world trades and a resilient global economy. We expect the

Asia FX Weekly - Mideast tensions and nonfarm payroll take centre stage

Market sentiment has quickly turned sour on Asian currencies amid rising

Barclays_Netflix, Inc_20241007

NFLX’s premium valuation is predicated on revenue growth

Barclays_Shell Plc A decent update_20241007

We expect a slightly positive reaction to Shell’s trading

BofA_FX Watch September Canada employment in focus_20241007

USDCAD spot level is now attractive for USD bears

BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006

Equity index futures roll costs for 35 global futures rolls

BofA_Liquid Insight Is US election risk already overpriced_20241007

Fade USDCNH vol risk premium into US election

GS--China H-shares: Semis capacity expansion

We highlight our Buy ideas in H-shares following our A-share picks: (1)