海外研报
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Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年07月19日
Macro Credit Views: Trust in carry (Karoui)
Carry remains our baseline view. Valuation constraints continue to loom large inmost segments of credit markets, greatly limiting the scope for upside convexity
海外研报
2024年07月19日
Emerging Market Weekly Pulse
The week started with pressure on EMs after the assassination attempt on former US President Donald Trump. Meanwhile, though Fed Chair Jerome
海外研报
2024年07月19日
Nomura Quant Insights
Risk of a downside attack on the Nikkei 225 by systematic investorsSemiconductor stocks worldwide took a beating yesterday. It looks as though worries over
海外研报
2024年07月19日
Relative value models and analysis
Mean Rvt Rank is based on an autocorrelation statistic on spline spreads over the past month. 100 means the spread is highly mean reverting relative to others, and vice versa.
海外研报
2024年07月19日
Strengthening its Position as Industry Leader
TSM is the world’s leading semiconductor foundry company. The company provides wafer manufacturing, wafer probing, assembly and testing, mask production and design services.
海外研报
2024年07月20日
