海外研报
筛选
Asia FX heatmap: awaiting the pivot in September
We look to re-engage in September after lightening up on our Asia risk over the course of August. We raise the TWD and IDR back to overweight this month while
海外研报
2024年09月06日
GS--Block Inc. (SQ): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt is positive on the opportunities on both the Seller and Cash App
海外研报
2024年09月14日
A jumbo cut to start the easing cycle
The FOMC delivered what markets had asked for by cutting the target range 50bp to 4.75-5.00%, highlighting its strong commitment “to
海外研报
2024年09月20日
GS--FAQs post Global Retail Conference; Trends at BBWI, FIVE, and ULTA
In this note, we highlight top questions we have received since hosting our GlobalRetail Conference. We also analyze Bloomberg Alternative Data to highlight
海外研报
2024年09月24日
DB - China Macro - How is this time different_20240930
Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of
海外研报
2024年10月02日
GS--China: Trade growth surprised to the downside in September
China’s trade growth was weaker than expected in September (export: +2.4% yoy,
海外研报
2024年10月15日
EM FX portfolio update_ taking profit on short EUR_MXN ahead of the US election
While in our view the MXN is currently trading in its fair valuation range,
海外研报
2024年10月18日
GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)
The historically large flattening and inversion of the US yield curve over the past
海外研报
2024年10月22日
Must Read - A Nuclear Renaissance for SMRs
Key TakeawaysFollowing several high profile nuclear power announcements involving large tech
海外研报
2024年10月25日
