海外研报
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Reasons behind global stock market plunge, implications of strong dollar for US election
Global stock markets fell sharply at the beginning of August, with Japanese stocks experiencing the steepest drop. Although I was not among those who were able to
海外研报
2024年08月24日
BARCLAYS--US Credit Alpha Tone shif
This week, we highlight the influence systematic investing hashad on debt-equity relationships, forecast fund flows for
海外研报
2024年09月12日
MS-- Global Macro Commentary
ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
海外研报
2024年09月16日
BofA - Hartnett - The Flow Show 50 for the Little Guy_20240920
Scores on the Doors: gold 25.0%, crypto 17.3%, stocks 17.3%, HY bonds 8.3%, IG bonds 5.4%, cash 3.9%, commodities 2.6%, govt bonds 2.1%, oil 0.5%, US$ -0.7% YTD.
海外研报
2024年09月21日
GS--Turnover/margin buying spiked; Introducing EM positioning baskets
EM Asian ex-China region saw buying (+US$2.5bn) this
海外研报
2024年09月29日
Interest Rates Daily--Wins & losses
Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing
海外研报
2024年10月11日
GS--Tesla Inc. (TSLA): Initial thoughts on ‘We, Robot’ 10/10 event
We attended Tesla’s 10/10 ‘We, Robot’ event in LA, where Tesla unveiled its
海外研报
2024年10月13日
SocGen - FX View - Only psychological barriers are preventing a bigger dollar rally
Happy Columbus Day. Scientists now think he was born in Valencia to Jewish parents, rather
海外研报
2024年10月16日
UBS--Chinese equities003
As we await concrete details on fiscal support in the following
海外研报
2024年10月19日
