海外研报
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Risk-reward still more favorable for cyclicals
Economics: The economy continues to defy its skepticsLast week, 2Q GDP surprised to the upside, signaling that even if the economy has slowed, it is still meeting its potential. This week, the focus will likely be on the Fed and
海外研报
2024年07月31日
Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)
While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.
海外研报
2024年08月08日
Europe Weekly Kickstart Deep summertime blues
Global equities stand 6% below their mid-July peak.Most equity markets saw a correction, triggered by weaker
海外研报
2024年08月12日
GLOBAL | Quantitative Strategy-Global Quant Strategy: Rate Cut Playbook
The recent market turmoil is a clear message to the Fed that investors areprimed for rate cuts. With OECD leading indicator and earnings still strong,
海外研报
2024年08月15日
"Wolf! Wolf! The wolf is chasing the sheep!"
Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data
海外研报
2024年08月27日
GS EUROPEAN EXPRESS: Powering Up Europe
Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
海外研报
2024年08月30日
Long-end better value
For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
海外研报
2024年09月03日
