海外研报
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The Global Point Thursday, 15 August 2024
The global economy’s “digital transformation” has entailed a shift from ecosystems characterized primarily by flows of physical “stuff” to ecosystems
海外研报
2024年08月16日
FX Daily Snapshot Europe Weekly Focus
The flash PMIs for August did little to ease concerns about a slowing euro area economy. A temporary boost to French services from the Olympics
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2024年08月24日
Cheatsheet - G10 & EM Week Ahead: Summer loose ends
Monthly CPIs in Brazil, Australia, and Eurozone, alongside Q2 GDPs in Canada and Sweden, are top of mind. US core PCE may take a backseat, given increased risk around and focus on
海外研报
2024年08月28日
Barclays_This is it (or maybe not)_20240906
The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
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2024年09月09日
BJ--S&P 500 Futures Intraday Roll Cost Monitor
Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
海外研报
2024年09月12日
GS--MercadoLibre Inc. (MELI): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few takeaways from our conversation: 1) growthremains a key priority for the company, as MELI is focused on not missing key
海外研报
2024年09月17日
GS--Central Bank Recap | China Consumption
This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note
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2024年09月22日
MS_Charts That Caught My Eye_20240924
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年09月25日
GS--Saving Rate Revised Up to
BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second
海外研报
2024年09月29日
