海外研报
筛选
US/Europe Monthly ETF Flow Tracker
Flows into US-listed ETFs accelerated sharply in July to +$89.2bn (vs. $41.9bnin June). Among the broad categories we track, Broad-Based Index Equity ETFs
海外研报
2024年08月05日
Our Circular Economy Ecosystem Expands in 2024
A broader increase in investment towards efficiency solutions is likely to providetailwinds for Circular Economy adoption and enablement to help decouple growth
海外研报
2024年08月09日
Relative value models and analysis
This weekly publication updates US rates relative value models and analysis: Treasury spline model, Treasury benchmark rolls, swaption
海外研报
2024年08月16日
FIRST ECB MIDSUMMER DATA CHECK: CUT
Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits
海外研报
2024年08月21日
Limited impact from roadmap delays, but less pricing power upside in FY26
Roadmap changes and production delays to next-gen GB200 chips unlikely to significantly affect 2H24 or FY26 outlook
海外研报
2024年08月24日
Credit CallsTuesday, August 27, 2024
Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: FAB index continues to decline as USDIC yields fill more than hedging costs (Narhanie! Rosenbaum, CF4 /
海外研报
2024年08月28日
Archimedes and the Exchange Rates
to see. All that we have are exchange rates. And you can't tell from them whether theyfluctuate because the value of one currency changes or that of the other.
海外研报
2024年08月31日
GS--EM Weekly Fund Flows Monitor
Foreign (FII) flows / positioningn EM Asian ex-China region saw strong selling (-US$4bn)
海外研报
2024年09月09日
JPM--US MARKET INTELLIGENCE ELECTION UPDATE
WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the
海外研报
2024年09月12日
