海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Global Hedge Fund Industry Monthly Update

Green, with a dash of red: Most HF strategies generated positive returns for June.1 Quant Equity was the best performing strategy at 2.6%, followed by Discretionary Macro at 0.8%, then Multi-Strategy at 0.8%.
海外研报

As they extend & pretend, we defend

The RIC OutlookUS households have a record $18.3tn in cash, +40% since ‘19. Cash is already a drag net of taxes, inflation, and Fed cuts. Where’s an asset allocator to go? We favor credit for the
海外研报

Consumption and income growth slowed; consumer confidence deteriorated

n Spending: Chinese household consumption growth measured in year-over-yearterms slowed notably to 5.0% yoy in Q2 2024 from 8.3% yoy in Q1. On a
海外研报

The Point for Europe

Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2
海外研报

Embracing Demographic Transition

Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary
海外研报

DB CoTD: Into the top 10...

*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报

DBS Equity Picks

TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
海外研报

Mizuho Daily Currency Watch

Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading
海外研报

The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
海外研报

Ratings and Target Price Changes - July 17, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报