海外研报
筛选
30yr yields show muni investors’ bull market conviction
Market has entered an election mode and corrected an unwelcome May/June 2s10s Treasury flattening. Benign June CPI report added support to an ongoing bullish trend
海外研报
2024年07月15日
China commodity trade data: June 2024
China’s commodity imports were broadly higher despite the weak macroeconomic outlook. Restocking remained a feature amid energy security
海外研报
2024年07月15日
GS Equity Radar
European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
海外研报
2024年07月15日
Europe Weekly Kickstart The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fade
海外研报
2024年07月20日
Thailand: structurally weaker balance of payments dynamics
The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
海外研报
2024年07月15日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
Prepared by Prime Brokerage. In evaluating this material, you should know that it could have been previously provided to other clients and/or internal Goldman Sachs personnel, who could have already acted
海外研报
2024年07月15日
Mizuho China Weekly Outlook
Last week, the PBoC signaled its intention to borrow central government bills (CGBs) to calm the rate rally onshore if needed. This announcement followed investors’ dismissal of the PBoC’s warning in May about
海外研报
2024年07月10日
Charts That Caught My Eye
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年07月18日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research
海外研报
2024年07月18日
Housing recovery continues, driven by low supply.
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together
海外研报
2024年07月18日
