海外研报

CommerzBank--Stocks rebounded

Our model for PBoC's USD-CNY mid-point fix for today, 9 October 2024, is 7.0559 vs themid-point of 7.0709 on 8 October 2024.

FX--USD: minutes late

Sentiment was mixed during the Asian session. While dovish Fedspeak wassupportive, rising investor concern about China’s growth weighed on sentiment.

GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season

One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day

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