海外研报

GS-- Communacopia + Technology Conference 2024 — Key Takeaways05

Presenter(s): We hosted Twilio’s CEO Khozema Shipchandler as part of ourCommunacopia + Technology conference.

GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk

Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy

BofA - Hartnett - The Flow Show Top of the World_20240927

Scores on the Doors: gold 28. %, crypto 2 %, stocks 1 .8%, HY bonds 8.5%, IG

MS - Global Economic and Strategy Implications (1)

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

GS--Oil Tracker: Prices Retreat, Risks Remain

Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues

JPM_G10FX_20241011--Europe hion Research Othar

i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts

China_commodity_trade_data_September_2024

China’s commodity imports were strong in September as restocking continued.

BofA Monthly HF Update September 2024

A green sweep: All strategies were positive for September, led by Equity L/S at 2.7%, followed