海外研报
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GD--JUST ANOTHER RECESSION HEADFAKE?
A running joke in my Chart stories is that I keep being overlooked for the Nobel prize ineconomics. Now – even more outrageous – I discover that some academics took my
海外研报
2024年09月10日
BofA_US Equity Futures Watch_S&P 500 Futures
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
GS--A transition period for reserving: Initiate on Munich Re (Buy
Reinsurers have seen strong 2023 returns continue into 2024The reinsurance subsector’s RoE has been below its cost of equity in four of the last
海外研报
2024年09月19日
Cheatsheet - G10 & EM Week Ahead_ Say cheese
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年10月01日
JPM_Equity_Strategy_Fadi_2024-09-30
Last week’s rally, induced by a fresh round of China stimulus, has arrested the
海外研报
2024年10月08日
