海外研报
筛选
Market expectations of the Fed's labormarket reaction
Today's chart explores how these changes as well as other dynamics over recentyears may have affected market expectations of the FOMC's reaction to the labormarket, drawing onaspecialquestiontheNYFed periodicallyincludesin
海外研报
2024年08月20日
GS-- Communacopia + Technology Conference 2024 — Key Takeaways05
Presenter(s): We hosted Twilio’s CEO Khozema Shipchandler as part of ourCommunacopia + Technology conference.
海外研报
2024年09月16日
GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk
Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
海外研报
2024年09月21日
BofA - Hartnett - The Flow Show Top of the World_20240927
Scores on the Doors: gold 28. %, crypto 2 %, stocks 1 .8%, HY bonds 8.5%, IG
海外研报
2024年09月29日
MS - Global Economic and Strategy Implications (1)
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月07日
GS--Oil Tracker: Prices Retreat, Risks Remain
Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues
海外研报
2024年10月11日
JPM_G10FX_20241011--Europe hion Research Othar
i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts
海外研报
2024年10月13日
China_commodity_trade_data_September_2024
China’s commodity imports were strong in September as restocking continued.
海外研报
2024年10月16日
BofA Monthly HF Update September 2024
A green sweep: All strategies were positive for September, led by Equity L/S at 2.7%, followed
海外研报
2024年10月19日
