海外研报
筛选
More headwinds than tailwinds
Rates: Bunds should face more headwinds than tailwinds over the coming dayswith month-end support out of the way, markets bracing for more supply and the
海外研报
2024年09月03日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月11日
BofA - Hartnett - The Flow Show 3B Bulls_20240912
Scores on the Doors: gold 21.6%, stocks 13.6%, crypto 9.1%, HY bonds 6.9%, IG bonds 4.8%, cash 3.7%, govt bonds 2.2%, US dollar 0.3%, commodities -2.0%, oil -6.1% YTD.
海外研报
2024年09月15日
