海外研报
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CEO Letter Highlights 2024 Challenges & 2025 Operating Priorities
Overnight, SNAP’s CEO Evan Spiegel released an internal letter toemployees (entitled “13 Years at Snap Inc.”) that highlights a few key
海外研报
2024年09月05日
JPM_Flows & Liquidity What do markets expect ahead of the US jobs report
Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
海外研报
2024年09月10日
Global Economic Outlook Cycle? What cycle?
The great disconnect – Markets vs economistsOkay, let’s talk labour markets
海外研报
2024年09月13日
SocGen - China Economic Update - Slipping into a downward spiral
Domestic activity data deteriorated more than market expectations in August again. With the data in hand, 3Q GDP growth is tracking at
海外研报
2024年09月19日
GS--Foreign buying led by Taiwan; Large inflows into US ETFs
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$1.1bn) this
海外研报
2024年09月23日
Curve to further steepen on “many more” rate cuts
sharp market rally since Q224, we expect US rates to stay in a range near term.
海外研报
2024年09月27日
