海外研报
筛选
THE EUROZONE ECONOMIC MONITOR
Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.
海外研报
2024年08月10日
IndonesiaPulse: Rupiah has had a reprieve, but downside risks remain
We have lowered our USDIDR forecast to 16150 in Q3 (from 16420 previously) and 16050 in Q4 (from 16360 previously) to reflect recent easing depreciatory
海外研报
2024年08月14日
GS US TMT: All references to "we/us/our" refer to the views and observations of the desk
NVDA -5% (was largely bouncing around ~flat to down ~5% AHs – names like AMD, AVGO, MU, TSM, DELL down ~2% on light volume in AHs) .. beat and guides above on topline +
海外研报
2024年08月29日
FX View A slow pace of Fed easing wouldn't stop the dollar's fal!
Short-dated Treasury yields are back at the lows they reached during the regional banking crisis last year and are threatening to break decisively below 10-year yields for the first time since
海外研报
2024年09月10日
UniCredit Carbon Weekly - Long and short of it_20240917
Further EUA downside looks limited for the coming weeks as CTAs have remained netshort and are unlikely to sell more, having largely maximised their positions.
海外研报
2024年09月23日
SocGen - European Economic Outlook - Growth close to potential and diverging fortunes
GDP growth was weak between 4Q22 and 4Q23, while employment has held up. It recovered to 0.3% qoq in 1Q24 and 0.2% qoq in 2Q24 and we expect it to hover around
海外研报
2024年09月27日
