海外研报
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JPM_International Market Intell Morning Briefing_20240918
OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
海外研报
2024年09月19日
BofA_Systematic Flows Monitor Long bonds & Gold along with short USD & commods driving
CTA equity longs are higher but still with room to addSince we noted four weeks ago that differences in long- and short-term trend signals
海外研报
2024年09月23日
GS--Asia Views: The Fed opens the door, and the PBOC walks through
1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double
海外研报
2024年09月27日
Japan_ Kishida’s Abenomics and New Capitalism successor Takaichi vs. pseudo regime changer Ishiba
The Kishida administration inherited and developed Abenomics (bold
海外研报
2024年10月01日
MS_Global Economic Briefing The Global 360_20241002
Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley
海外研报
2024年10月08日
GS--Call buying in stocks with short-squeeze potential
Over the past week, we have seen a significant rally in stocks that were heavily
海外研报
2024年10月17日
SocGen - Morning Briefing - 18 October 2024
Euro stays lower after dovish ECB rate cut, EGB curve steeper. Next 25bp cut to 3.0% likely in
海外研报
2024年10月22日
