海外研报
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TotalEnergies SE
Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By
海外研报
2024年07月30日
Global Rates Trader Risk Relaxation
Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
海外研报
2024年08月10日
US July CPI preview: Further easing
KEY MESSAGES• We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August).
海外研报
2024年08月14日
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08月22日
China: plotting the way ahead for USD/CNY
The recent turnaround of the CNYThe CNY has made a sharp turnaround against the USD in August after being
海外研报
2024年08月29日
The Harris Bounce US special
Summary With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月05日
MS - AlphaWise US Consumer Pulse Survey Wave
Improved Further. Consumer confidence in the U.S. economic outlook rose again with 42% of consumers expecting the economy to get better in the
海外研报
2024年09月10日
GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.
海外研报
2024年09月13日
GS--September FOMC Preview: Shifting the Focus to Labor Market Risks (Mericle)
We interpret comments from Fed officials just ahead of the blackout period to nmean that the FOMC is more likely to cut by 25bp than 50bp at its September
海外研报
2024年09月19日
JPM_Positioning Intell Weekly Wrap_20240920
In the US, HFs remained net sellers (-1.3z in past 5d) as selling/de-grossing prior to the Fed was not reversed on Wed/Thurs. Gross and net leverage were basically unchanged WoW. Retail investors did not seem particularly
海外研报
2024年09月23日
