海外研报
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How Strong Is Job Growth? (Abecasis)
Payroll growth has averaged 170k/month over the last three months. But ninvestors have raised a number of concerns about this seemingly reassuring
海外研报
2024年08月27日
Hopper Demand Strong, Blackwell Delays in Rearview
Beat fell short of expectations, which rose sharply into the print but theimportant point is that the Blackwell delay is in the rearview mirror, while
海外研报
2024年08月30日
More headwinds than tailwinds
Rates: Bunds should face more headwinds than tailwinds over the coming dayswith month-end support out of the way, markets bracing for more supply and the
海外研报
2024年09月03日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月11日
BofA - Hartnett - The Flow Show 3B Bulls_20240912
Scores on the Doors: gold 21.6%, stocks 13.6%, crypto 9.1%, HY bonds 6.9%, IG bonds 4.8%, cash 3.7%, govt bonds 2.2%, US dollar 0.3%, commodities -2.0%, oil -6.1% YTD.
海外研报
2024年09月15日
BofA_FX Viewpoint FX flows & positioning in Q3_20241009
Market overview: Hedge Fund USD selling vs. EM FXBofA investors ended Q3 slightly long USD, neutral rest of G10 FX, and marginally short
海外研报
2024年10月11日
Commodities Weekly--Oil markets remain on tenterhooks with uncertainties abound
Global commodities: Seldom has the degree of uncertainties surrounding the oil
海外研报
2024年10月12日
