海外研报
筛选
Hardware Sector Update; DELL Add to Focus List; ALAB
My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his
海外研报
2024年08月16日
Global Credit Trader There and back again
While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.
海外研报
2024年08月24日
Egypt Economic Update
Economic growth. The IMF Executive Board's completion of the third review of Egypt's USD8bn, 46-month Extended Fund Facility on 29 July, allows Egypt to
海外研报
2024年08月28日
BD--ECB Preview: If it ain’t broke
On 12 September we expect the ECB to cut rates 25bp to 3.50%. This confirms that June was not a one-off insurance cut and the ECB is in the
海外研报
2024年09月09日
