海外研报
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Shifting neutral into the summer but we remain mildly pro-risk for 12m
Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
海外研报
2024年07月27日
Is the VlX spike a signal of wider credit spreadsahead?
A key debate last week was whether equities were sending a signal for creditThe massive spikes in cross-asset volatility in early August (e.g., 2, 4, 5 sigma moves in1Oyr USTs, IPYUSD, and VlX) have left investors actively
海外研报
2024年08月20日
MS--Global Macro Strategist Super Size Me
August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor
海外研报
2024年09月12日
IDEA--It's About to Go Down
The first cut is now at hand. We expect the FOMC statement to reflect Chair Powell's view that unemployment is at equilibrium,
海外研报
2024年09月16日
BMO - S&P 500 Target Update
Through the first eight trading days of the month, it appeared that September was well on its way to living up to its worst month of the year moniker with the S&P 500 at one
海外研报
2024年09月21日
GS--F4Q earnings beat with positive traffic and margin strength
COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of
海外研报
2024年09月29日
GS-- cross-strait stocks underperformed
Performance: MSCI/All Taiwan +4.2%/+2.3% this week,
海外研报
2024年10月13日
SIGMA_X_Australia_September_2024
Prepared by a Goldman Sachs Electronic Trading. The views or ideas expressed here are those of the desk and/or author
海外研报
2024年10月16日
