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Top 25 Tactical Trades for Earnings Season

We believe 2024 will be remembered as the “Year of the Stock Picker”. Indexoptions and daily SPX volatility have been dampened by systematic volatility
海外研报

GS--China Weekly Kickstart Markets gained 1-3%; CSRC tightened short-selling rules;

海外研报

GS--AEJ Week Ahead: Third Plenum and activity data in China; BI meeting

海外研报

BOFA--Global Economic Weekly Getting closer

海外研报

MUFG--Focus moves to China’s Third Plenum

海外研报

MS--Deflation Spillovers, Policy Path, Graduates and Soil Wood Major

海外研报

GS--US Weekly Kickstart Lots of talk, little action

海外研报

BOFA--Global Macro Watch Known Unknowns 14 – 19 July

海外研报

GS--China: Three things in China

海外研报

Weaker Dollar with Softer US CPI

The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
海外研报