海外研报
筛选
Likely to Sell 30% of CrownRock to Ecopetrol
In an 8-K filing today, OXY disclosed that it is in discussions with Ecopetrol to sell 30% ofCrownRock for $3.6 billion. This equates to 30% of OXY's acquisition consideration for
海外研报
2024年07月22日
The Point for Europe
Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2
海外研报
2024年07月18日
USD: are FX markets complacent?
Price action has been very much subdued across G10 FX markets overnight, echoing unchanged USTs and rather mixed global equities. The newsflow has
海外研报
2024年07月10日
Global Fixed Income Views
A 70% probability of Sub Trend Growth, and a soft landing, remain our base case. While smaller businesses and lower income households struggle with
海外研报
2024年07月16日
Weekly Wrap & Catalyst Calendar
Weekly Research Wrap• Alts: Learnings from Earnings: Read-Throughs from the Banks, 7/17/24. We track commentaryon M&A, IPOs and other capital markets activity, all of which are important for the alts. The
海外研报
2024年07月22日
US Weekly Kickstart
Prediction market odds have shifted sharply in favor of a Trump re-election this November and now stand at roughly 60% compared with 40%-50%
海外研报
2024年07月15日
Quarterly Market Review
The economic momentum of the first quarter of 2024 continued into the second, and the last three months were another positive period for equity markets. Initially, investors aggressively
海外研报
2024年07月16日
Global Asset Allocation Views
The data reaffirm our base case view of moderating growth and cooling inflation.• This environment supports a risk-on tilt in portfolios, with overweights to equity and credit.
海外研报
2024年07月16日
