海外研报
筛选
US: POST-ELECTION ENERGY CONUNDRUM
Whether Trump or Harris, the next President faces an uphill battle in unlocking new energy supplies, especially if the focus is on cutting inflation
海外研报
2024年08月24日
BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01
1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
海外研报
2024年09月12日
MS-- September 13
STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
海外研报
2024年09月16日
BofA - Who Makes the Data Center - primer picks
Alongside our Who Makes the Data Center report......we identify vendors who should stand to benefit. This cross-sector report captures
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2024年09月21日
GS--S. Africa vs. EMXC; Korea vs. Brazil
n Performance: MSCI EM rallied 6% w/w (vs. ACWI up
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2024年09月29日
GS--The BOK has Started the Post-Pandemic Easing
The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to
海外研报
2024年10月13日
TECHNICAL ANALYSIS--2y UST, 10y UST, 10y Bund, Canada 10y,
2y UST defended the lower limit of its range since last year at 3.55%/3.51% resulting in a steady rebound. The move has
海外研报
2024年10月16日
Citi - ASML Holding NV (ASML.AS)003
CITI’S TAKE ASML’s 2025 guidance changes raised many questions regarding the
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2024年10月19日
JPM_Credit Calls Tuesday, October 22, 2024
High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi
海外研报
2024年10月23日
