海外研报
筛选
Rising Demand for Government Bond Funds
Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
海外研报
2024年07月15日
DB CoTD: Into the top 10...
*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报
2024年07月18日
DBS Equity Picks
TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
海外研报
2024年07月18日
Mizuho Daily Currency Watch
Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading
海外研报
2024年07月18日
USA: GS Economic Indicators Update
Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
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2024年07月18日
EM Equities and US tariff risks: The usual suspects
Company revenue exposures may understate sensitivity...Based on theannual CY2023 revenue breakdown of about 1400 MSCI EM companies, we
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2024年07月16日
Summer Break
n GBP: Stay long vs USD. The tactical backdrop looks increasingly friendly for riskand negative for the Dollar with further signs of a benign slowdown in US
海外研报
2024年07月16日