海外研报

Week Ahead in Economics

US non-farm payrolls will take centre stage next week. Following the soft July figure, we expect a rebound to 175k, which is a moderation from the pace seen earlier in the year. This

What's wrong with slow agony?

Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .

BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.

GS--China Optical Transceivers_ 3Q Preview

Optical Transceiver makers (Innolight, Eoptolink, HG Tech, TFC Optical) in ourcoverage are scheduled to report 3Q results during Oct 22~Oct 24. We expect

DB--An evening in Elon's world

We attended Tesla's much anticipated "We, Robot" event (aka. Robotaxi Day) at