海外研报

Argentina Equity Strategy

Almost a year ago, we published the note Back to the Future? Similarities and Differences vs. 2015 Election, analyzing how Argentine equities behaved ahead of

TECHNICAL ANALYSIS

2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y

GS UK Today: Powering Up Europe

Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the

Market Review & Outlook

Review – A roller-coaster rideIn August, markets experienced a roller-coaster ride. The Fed had