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Global Strategy Weekly
What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
海外研报
2024年08月09日
TEN QUESTIONS ABOUT A 'FISCAL CRISIS'
It would be a wild exaggeration to say DM fiscal risks are always a pressing concern for global investors. But these days, questions about the “fiscal trajectory” (to use the economist’s
海外研报
2024年08月16日
Commodity Call
The sands are quickly shifting in the Australia Carbon Credit Unit (ACCU) market. Voluntary purchases are quickly giving ground to compliance-related
海外研报
2024年08月24日
HOW LOW IS LOW ENOUGH FOR THE FUNDS RATE?
After scuffling around the starting gate of the rate-cut betting race for more than year, market participants finally heard the bell go off on Friday and know the race is on. There are three tiers
海外研报
2024年08月28日
GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)
Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print
海外研报
2024年09月12日
GS--Cognizant Technology Solutions (CTSH): Communacopia +
Presenters: Surya Gummadi, EVP and President Americas; Tyler Scott, VicePresident and Head of Investor Relations
海外研报
2024年09月17日
GS--A top-down look at Renewable energy
We recently updated our sector recommendations to alignour views with the current economic trends and monetary
海外研报
2024年09月22日
Citi_Digital Asset Bi-Weekly Will Fed easing support crypto and reverse ETH ETF outflows_20240923
Outflows from ETH ETFs since their July launches have totaled $610mm,
海外研报
2024年09月25日
SocGen_Fixed Income Special Rates forecasts_20240927
securities or issuers mentioned in the report, if any. No part of his or her compensation was, is or
海外研报
2024年09月29日
