海外研报
筛选
SocGen - Fixed Income Weekly - Easing into it
The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,
海外研报
2024年09月16日
BofA_FedEx Corp_20240920
Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets
海外研报
2024年09月21日
FX Weekly--JPY vol picks up but what’s changed?
FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the
海外研报
2024年09月29日
GS--The Budget, Gilts & the Investment Summit
A budget for investment: Signaling from the government
海外研报
2024年10月13日
Commodities Weekly--China’s long on words but short of numbers
Global commodities: Commodities are struggling to find direction given the
海外研报
2024年10月19日
GS--Generally in-line qtr; is decelerating growth enough relative to valuation?
Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well
海外研报
2024年10月23日
