海外研报
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FAST FX Fair Value Model
The UK bank holiday last Monday meant the FAST FX model did not enter any trades last week. The model remains up 2.50% over the past year
海外研报
2024年09月03日
GS--Foreign selling led by Korea and Taiwan; India domestic funds saw strong
Foreign (FII) flows / positioningn EM Asian ex-China region saw selling (-US$1.9bn) this
海外研报
2024年09月15日
BCA--Is The Fed Asleep At The Wheel… Again?
The good news is that we should not fear an imminent US recession.• In the absence of recession though, the Fed cannot cut rates as aggressivelyas is priced if it wants to keep inflation and inflation expectations anchored at2 percent.
海外研报
2024年10月11日
GS--3Q-24 Earnings Preview: Let the Data Speak
The earnings season kicks off next week. By the end ofNovember, 375 of the STOXX 600 constituents should have
海外研报
2024年10月12日
