海外研报

US Weekly Kickstart

The S&P 500 ended flat this week after partially recovering from the steep sell-off that started last Thursday and intensified on Monday. Weak

The Treasury cash-futures basis ischeap

The reason for these high expected returns-or, put slightly differently, thecheapness of the Treasury basis -likely stems from the recent increase in marketvolatility and ongoing concerns about funding pressure. As the chart shows,

GS--Unity Software Inc. (U): Communacopia + Technology Conference 2024 — Key Takeaways

Strategic initiatives: Management highlighted focus on the stability of theplatform, discipline in strategy and improved, and consistent execution. While

GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE

Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the