海外研报

BofA_Liquid Insight AUD and iron ore

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

GS--Just Eat Takeaway (JETJ.L): Communacopia + Technology Conference — Key Takeaways:

Presenters: We hosted Just Eat Takeaway CEO and Founder Jitse Groen at theCommunacopia + Technology Conference.

USB--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,and currencies for key countries and markets, real estate, as well as commodities.

JPM_Cryptocurrency Markets_20240924

10 31001 10n03U.S. Spot Ether ETP Flows

GS--US Weekly Kickstart03

Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.

Barclays_Netflix, Inc_20241007

NFLX’s premium valuation is predicated on revenue growth

SocGen - FX View - ECB – all priced in but nowhere to go001

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’