海外研报
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FOMC preview
We and consensus expect no policy changes at the conclusion of next week’s FOMC meeting. Instead, the more interesting development will be any tweaks to
海外研报
2024年07月31日
Japan: main points of Japan’s economic outlook
Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic
海外研报
2024年08月08日
The storm before the calm?
sectors had wow down moves of less than -2%. Moreover,Real Estate actually finished the week in positive territory.
海外研报
2024年08月12日
The Pulse of the Market Pressure Release
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, last week’s price action relieved some pressures on
海外研报
2024年08月15日
Capital Market Outlook
Macro Strategy—Taking Stock of the Four Horsemen of U.S. Public Sector Finances:The Four Horsemen of U.S. public sector financing are Demographics, Defense,
海外研报
2024年08月30日
FX View Humpty Dumpty dollar?
The first of the two charts below shows the dollar’s real effective value since 1980 during which time we have already seen two major rallies (in the first half of the 1980s and the second
海外研报
2024年09月03日
VP’s Tactical Outlook 3.0 - One Number
“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the
海外研报
2024年09月11日
BofA--Stock Flash Bullish AVGO, LOW, PLTR and ROST. Bearish FERG and SCHW_20240912
Broadcom (AVGO): Bullish triangle breakout watchAVGO is a semiconductor devices stock that is on bullish triangle breakout watch. A
海外研报
2024年09月15日
DB--Insights from 2024 DB Software Tour
We had the pleasure of hosting a two day investor bus trip in the SF Bay Area which
海外研报
2024年10月12日
