海外研报
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GEMs Flow Talk The word is resilience
Leverage: Credit markets held in well and support our view that there is little if any leverage in public credit markets. EM and DM spreads held in surprisingly well and
海外研报
2024年08月10日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
What a week – not only in markets but also in sports. With the Summer Olympics set to conclude on Sunday, it’s been nothing short of
海外研报
2024年08月14日
European Contextual Diary The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年08月18日
OLYMPIC MEDALS AS A LEADING INDICATOR?
With the Paris Olympics having finished with a medal table reminiscent of Cold War superpower dominance, we decided to take a look at the historical medal performance at the Summer Games
海外研报
2024年08月22日
Time to Enter UST Steepeners
After having adopted a neutral stance on the US yield curve for much of the past year, we believe now is the time to enter US
海外研报
2024年08月26日
Falling rates saving an otherwise ugly valuation picture
Actions have consequencesThe S&P 500 Index gained 18.4% year-todate through August, the best first eight months of the year since 2021, the secondbest this century, and the 12th best since
海外研报
2024年09月05日
