海外研报

Reiterate Buy rating (on Conviction List) on Potential

We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy Rating

August 2024 Performance Review

August was an incredibly tumultuous month in financial markets, with the VIX index of volatility briefly spiking to levels last seen in March 2020 during the Covid-

CitiFX Wire | Linear Trading

The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For

JLF--Repatriation worries refuted with record monthly net buying of LT overseas bonds

Since the July payrolls report, Japanese investors have bought significant amounts of overseas long-term bonds. Indeed, according to the MoF International Transactions in Securities data, August net purchases