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Should You Buy The Dip?
e First rate cut: Equities correct after the first rate cut, even if it were to stave off recession.
海外研报
2024年08月15日
Global Rates Notes: NOK Curve to Steepen vs SEK
n In recent months, the SEK curve has steepened vs G10 peers, and in particularvs NOK. This 2s10s steepening has occurred despite Swedish 10y rates falling vs
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2024年08月23日
AUD mid-year update: bullish but China & positioning cap upside
AUD: rates tailwind… We continue to see the AUD gradually higher over the next few quarters (year-end ’24 forecast: 0.69/ year-end ’25: 0.72) but near-term upside is likely to be capped by the
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2024年08月27日
Five Stocks in Focus: HP, NESTE, PBF, CRK, and XOM
In this note, we highlight five stocks that are top of mind in investor conversations.(1) For HP (Sell), we discuss our updated US rig count forecasts, driving lower
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2024年08月30日
Global Portfolio Manager's Digest So Long, Summer
We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing
海外研报
2024年09月03日
