海外研报
筛选
FX View The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报
2024年08月07日
Back Up To Moderately Overweight
After the abrupt cut to underweight last week,our measure ofaggregateequity positioning bounced to turn moderately overweight again (z score0.33, 63rd percentilel, but is still well below the mid-July highs at the top ofthe historical band. Discretionary
海外研报
2024年08月19日
Google Ad Tech Vs. DoJ (Round Two)
The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
海外研报
2024年09月06日
