海外研报
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All EM Asian markets saw foreign selling this week, led by A-shares and
EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报
2024年08月12日
Japan: accommodative monetary policy to continue under the new prime minister
The failure to stop the BoJ from forcing rate hikes that led to global market turmoil further weakened the political centripetal force of the
海外研报
2024年08月15日
Fixed Income Special European futures rollover outlook Sep-24/Dec-24
The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
海外研报
2024年08月27日
Global Markets Daily: Elevated US Rates Volatility Likely to Persist Into Fed Cuts (Zu)
Implied volatility in US rates remains elevated despite the rapid normalization in nrisk asset vol following the spike at the start of the month. In today’s Daily, we
海外研报
2024年08月30日
Intel considering strategic options -potential impact
Over the weekend, press articles indicated that Intel is exploring strategic optionsto turn around its business, including scrapping some factories, selling assets aswell as potentially splitting or spinning-ofits Foundry and product/design teams.In
海外研报
2024年09月03日
MS_It s Finally iPhone 16 Glow(Game) Time_20240910
Apple's iPhone 16 launch event was as-expected, with new details on the Apple Intelligence rollout, a new Visual
海外研报
2024年09月11日
Start Small or Begin Big?
attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
海外研报
2024年09月15日
BofA_US Rental Car Industry Rental Car 3Q Preview- Tapping on the brakes
3Q:24 earnings preview for US Rental Car sector
海外研报
2024年10月12日
