海外研报
筛选
Quicker labour market cooling could mean more aggressive Fed
A much quieter calendar lies ahead for the coming week, highlighted by ISM services and the Fed’s senior loan officer opinion survey (SLOOS).
海外研报
2024年08月05日
European Banks How Far Can Banks Fall?
CITI'S TAKE SX7P is -10% in just three days, following weak US economic data and increasing fears of a global hard landing, but does appear to have found a
海外研报
2024年08月09日
GS EUROPEAN EXPRESS: Encore: Buy ISS, EON, Neste (all on CL); Sell Elekta
SS – upsized buyback supportive of our thesis – ISS 1H results were characterisedby headline numbers that were largely in-line with expectations, FY24 organic
海外研报
2024年08月16日
All to play for in final leg of US presidential election
FX View: This week the US dollar (DXY) has fallen a further 1.0% as markets position with increased confidence for the start of the Fed easing cycle in
海外研报
2024年08月24日
Commodities Flows Chartpack for week ending August 20, 2024
See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations.
海外研报
2024年08月28日
BNP Paribas Global Macro CTA Tracker
Our Global Macro CTA Tracker aims to provide an insight into the average CTAtrend-following strategy, by simulating a cross-asset portfolio strategy that
海外研报
2024年09月09日
Capital Markets Strategy
"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"
海外研报
2024年09月12日
GS--Nvidia Corp. (NVDA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: Mr. Jensen Huang, Founder, President and CEOBottom line: Mr. Huang discusssed, 1) The trend toward densification and
海外研报
2024年09月17日
