海外研报
筛选
US MARKET INTELLGENCE:MORNING BRIEFING
US: Futs are higher to start the week with small-caps outperforming. Pre-mkt, NVDA (+94bps)is leading both Mag7 and Semis higher as bond yields continue to decline as yield curve bullsteepens. USD is flat and commodities are bid with both Energy and
海外研报
2024年08月27日
Commodity Call-OPEC facing new realities
Crude oil prices have remained under pressure, despite the best efforts of OPEC. With a weakening outlook weighing on sentiment, OPEC faces an -
海外研报
2024年08月30日
Mapping Markets: Why it’s too soon to dismiss inflation risk
It might seem unfashionable to talk about inflation risk right now. After all, it’s almost back at target across the major economies and lots of central banks have begun to cut rates.
海外研报
2024年09月03日
JPM_G10FX_20240910
The lack of clnrity post payrolls lending to a sleepy session yesterdny where the dollar regninedsome footing, for me it was hard to build much ofa narrative around the price action
海外研报
2024年09月11日
GS--ZoomInfo Technologies Inc. (ZI): Communacopia + Technology Conference 2024 — Key Takeaways
. Committed to returning to growth and returns to shareholders: ZoomInfo’snear term priorities are to get the business back to growth, buying back stock,
海外研报
2024年09月15日
XCCY Weekly 2024-09-20
• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their
海外研报
2024年09月24日
GD--COMMODITIES: IS THE AUTUMN RALLY ‘REAL’?
Shifting macro currents have lifted the mood for commodities, removing the excess pessimism that built over the summer and reviving hopes for a pickup in global demand.
海外研报
2024年10月11日
BofA_Airbnb AirDNA September Update; modest changes to full quarter estimates_20241011
Sep data indicates 15% Airbnb nights growthAirDNA estimates Airbnb’s nights booked (based on date of booking) were up 15% y/y in
海外研报
2024年10月12日
