海外研报
筛选
Global Macro Watch Known Unknowns Aug 25 – Sep 6
US: All eyes will be on US payrolls and the labor marketAfter Powell’s speech in Jackson Hole, markets will focus on US payrolls to gauge the
海外研报
2024年08月28日
Barclays_Global Economics Weekly Easing time has come
Easing time has comeWhile the US jobs report did not bring final clarity on the size
海外研报
2024年09月09日
BofA_Liquid Insight AUD and iron ore_20240910
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
GS--Lyft Inc. (LYFT): Communacopia + Technology Conference 2024 02
Bottom line: We highlight a few key takeaways from our conversation: 1) Seeopportunity to drive further adoption & frequency through product & operational
海外研报
2024年09月17日
GS-- Local Rates or the Fed Cycle? (Zhong/Koul)
MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in
海外研报
2024年09月22日
JPM_Japan - BoJ on Track_20240920
The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with
海外研报
2024年09月25日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
US equities were slightly net sold on the week, as large selling last Friday (options expiry/index
海外研报
2024年09月29日
Barclays_Shell Plc A decent update_20241007
We expect a slightly positive reaction to Shell’s trading
海外研报
2024年10月11日
SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017
As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary
海外研报
2024年10月20日
