海外研报
筛选
Market Comments
Neither was the IMF, who in ‘The World Economy is in a Sticky Spot’ warned upside risks to inflation had increased due to sticky services inflation, raising the prospect of even higher-forlonger rates. Yet their warning
海外研报
2024年07月18日
Rates Strategy Weekly "Hints gleaned from Bond Market Group meetings"
(1) Hints gleaned from Bond Market Group meetingsThe BOJ held a round of Bond Market Group meetings on 9–10 July. Reference materials
海外研报
2024年07月18日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.3%, $X5E -0.7%) with CAC (-1.2%)underperforming also today, Luxury (-1.4%), China Exposed Consumer (-1.4%) and BasicResources (-1.7%) reflected concerns around China. ECB Bank Lending
海外研报
2024年07月18日
TOP OF THE AGENDA
.US: Futs are weaker with Tech dragging down SPX/NDX as both Semis and Mag7 are beingsold pre-mkt with ASML -6% onnegative geopolitical headlines; TSM reports tmrw. Pre-mktAAPL, NVDA, TSLA, AMD, MU, AVGO, MSFT, AMAT all down 1.4%
海外研报
2024年07月18日
Charts That Caught My Eye
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年07月18日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research
海外研报
2024年07月18日
Preview: have your hike and eat it too
We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
海外研报
2024年07月18日
UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services
BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to
海外研报
2024年07月18日
Breaking up
EUA prices are stuck at €65–75/t and are unlikely to shift far out of that range in the coming week. The call option open interest (OI) stack still to be more highly hedged
海外研报
2024年07月18日
USA: GS Economic Indicators Update
Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
海外研报
2024年07月18日
