海外研报

GS--Global PMI Monitor: Softer Future Expectations (Dong)

The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services

The Emperor’s New Clothes

The “big” news on the week, at least the news that seemed to move markets the most, was

GS--Trade Close: Close Options Recommendation for LEVI

We close our recommendation to buy LEVI straddles. We close our 2-Oct, 2024

When Things Kinda Make Sense

I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,