海外研报
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Morning Market Tidbits From one mandate to the other
An end to the sole focus on the inflation mandateFor this inflation forecaster, next week’s CPI report will be bittersweet. After a
海外研报
2024年09月06日
BNP--INVESTORS SET TO INCREASE HEDGE FUND EQUITY BETS BY YEAR-END
Equity remains by far the most popular strategy, with 61% of investors planning to allocate to it in H2 2024. This is followed by
海外研报
2024年09月11日
GS Healthcare_ Contextualizing the Cut
On the back of yesterday’s FOMC meeting, GS economists see 50bp as the nright move in light of the good inflation news and the risk of further labor market
海外研报
2024年09月20日
Here we are--Interest Rates Daily
Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after
海外研报
2024年09月24日
GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation
Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a
海外研报
2024年09月28日