海外研报
筛选
Europe Morning Call: Aug 07, 2024
Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.
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2024年08月08日
EM FX portfolio update: exiting COP and PHP underweights
We have exited our COP positions and PHP underweight positions (at USD/COP reference spot of 4047.55 and USD/PHP 57.29 respectively),
海外研报
2024年08月12日
BOJ watch: Bank suspends further rate hikes after being blamed for dramatic moves in yen and stocks
Global financial markets experienced major turmoil in the first part of August. On the fifthof the month the Nikkei 225 posted a larger drop than it did on Black Monday in 1987, and
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2024年08月15日
CHINA ECONOMIC UPDATE
July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
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2024年08月27日
Stable fundamentals but shifting priorities
What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n
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2024年08月30日
Equity Strategy
See the end pages of this presentation for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be
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2024年09月03日
MS - The White House and the Dollar
Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration
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2024年09月11日
GS--Americas Construction: Building Products: AHRI — July Read-Throughs
decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
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2024年09月15日
BofA Equity Vol Insights - Nervous Vol Still Underprices Election Week
Stressed vol still underprices rare election + FOMC weekUS equity vol has become notably stressed in recent days with geopolitical risks rising and the US election approaching. The VIX trades at a 14-point premium to S&P realized
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2024年10月11日
BofA_US Economic Weekly The economics of hurricanes_20241011
Weekly viewpoint: The economics of hurricanesHurricanes Helene and Milton have sparked several investor questions in recent weeks.
海外研报
2024年10月12日
