海外研报
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JPM_G10FX_20241023
Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced
海外研报
2024年10月24日
Market moves continue to follow the drift towards Trump in the betting odds
US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,
海外研报
2024年10月24日
GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee
Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent
海外研报
2024年10月24日
GS--South Africa: Inflation Moderates in September, In Line with Expectations
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
GS--South Africa: Inflation Moderates in September, In Line with Expectations02
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
The Real Risk Is Japan
Japan’s real policy interest rate differential versus the US stands at an unprecedented
海外研报
2024年10月24日
The USD and the US election: the 4% rule
Polls remain very close ahead of the US presidential election, making it
海外研报
2024年10月24日
GS--Phone net additions above the Street, with a slight uptick to guidance
Key stock takeaways: We expect the stock to move modestly higher following
海外研报
2024年10月24日
GS--USA: Existing Home Sales Slightly Below Expectations
BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in
海外研报
2024年10月24日
GS--Attractive Options on Big Earnings Movers
Big earnings-day moves are happening more frequently than any time in the
海外研报
2024年10月24日
