海外研报
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US Weekly Prospects
Compared to last week’s event-filled calendar, the relatively quiet schedule this week gave time to pause and reflect on the
海外研报
2024年08月12日
Option buying opportunities on off-cycle reporters
One of our preferred options strategies ahead of earnings is buying straddleson names where implied moves are inexpensive relative to their typical
海外研报
2024年08月15日
THE EUROZONE ECONOMIC MONITOR
Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
海外研报
2024年08月30日
The Problem of Relative Prices
One of the points I don't understand was brought home to me again when I read what ECBExecutive Board member Isabel Schnabel said on Friday: that the ECB's monetary policy
海外研报
2024年09月03日
GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,
Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报
2024年09月15日
GS--China: Tourism data showed largely stable momentum during the National Day Golden Week
Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with
海外研报
2024年10月11日
GS--End of Week Market Intelligence: AI week
US stocks are trading higher Friday and on pace for a ~1% gain for the week (for the
海外研报
2024年10月12日
