海外研报
筛选
Where will $6tn in money markets flow as the Fed cuts?
Fed rate cuts will usher in a regime shift in short dated fixed income allocationsFor much of H124 we have recommended credit allocations to the front end of the 7
海外研报
2024年07月31日
Earnings-day volatility at 14-year highs
We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18
海外研报
2024年08月08日
On Our Minds RBI: Growth optimism behind hawkish stance
The RBI kept the policy rate (at 6.5%) and the policy stance (withdrawal of accommodation) unchanged during its monetary policy meeting in August
海外研报
2024年08月12日
Tail wags dog as rate hike expectations fade despite hawkish rate increase
The BoJ increased its policy rate to 0.25% at the July 30-31 Monetary Policy Meeting when the market was not expecting it and also emphasized its intention to
海外研报
2024年08月20日
GS--Communacopia + Technology Conference — Key Takeaways01
Presenters: Dushyant Sharma, Founder & CEO and Sanjay Kalra, SVP & CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月16日
Barclays_Americas Morning Research Summary_20240927
This summary is compiled from research reports previously published by Barclays Equity
海外研报
2024年09月29日
JPM_Global Data Watch_20241004
US data show high-for-long soft-landing scenarios are underappreciated
海外研报
2024年10月07日
Jefferies - Chris Wood - Great expectations_20241010
GREED & fear continues to believe that the biggest near-term risk to markets remains
海外研报
2024年10月13日
BofA_Market Analysis Comment Key indices and indicators heading into the election_20241015
SPX bullish: Cup and handle counts to 5930 and 6180
海外研报
2024年10月16日
