海外研报
筛选
Summertime unwind?
Macro focus: Notwithstanding supportive fundamentals and burgeoning rate cuts across the EM complex, a more open US election is an ongoing source of EM
海外研报
2024年07月31日
Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET
Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms
海外研报
2024年08月08日
European and US Credit:Weekly ChartpackAn overview of credit markets
Credit spreads widened notably towards the end of last week in the wake of weaker thanexpected US labour market numbers, a theme that we previously highlighted in our H2outlook (H2 outlook- borowed time, 4 June 2024). Our base case
海外研报
2024年08月12日
Cross Asset Volatility Machine Learning Based Trade Recommendations
Global market were fairly stable just a week after the panic selling. Both the CARV and ETF RV models maintain a short vol bias, which is not that
海外研报
2024年08月15日
Summer revision courses: Monetary Framework
The ECB’s monetary policy aims at having an influence on credit conditions; put simply, this is how monetary policy functions.
海外研报
2024年08月27日
GS Utilities Daily: Power demand is inflecting: 1-1.5% up since the start of the year
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月30日
KEY EVENTS IN THE MONTH AHEAD
After the turmoil at the start of August risk appetite rebounded sharply and we start September with the dollar at weaker levels – the DXY index fell by 2.3% in August as
海外研报
2024年09月03日
