海外研报
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SMCI: GM Headwinds Overshadow Better Revenue Guide
With June-Q GM miss and declining 430bps Q/Q, as well as guiding Sep-Q GM still at a low levelof 12%+, it raises the question of how fast GM ticks up, despite mgmt. guiding for 14% GM exit
海外研报
2024年08月08日
Abrupt Cut To Underweight
Aggregateequitypositioningplungedthis week, falling from a mid-Julypeakat the top ofthe historical range (z score 1.00, 97th percentile) to belowaverage orunderweight (z score -0,26, 31st percentile). This marked one ofthe steepest declines in recent
海外研报
2024年08月12日
Global Markets Daily: Credit Fund Flows: A Look Back and Forward (Shumway)
Three themes emerged from the trajectory of fixed income fund flows throughthe Fed’s recent hiking cycle. The first is a preference for quality, driven by
海外研报
2024年08月15日
We need it like a Jackson Hole in the headGlobal Daily
Unlike the key BLS revisions to April 2023-March 2024 payrolls estimates, at -818K the largest drop since the Global Financial Crisis, today’s Global Daily was released at the same time to all -
海外研报
2024年08月23日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年08月27日
German Headline Inflation Notably Below Consensus
BOTTOM LINE: German headline HICP inflation was 2.0%yoy in August, notablybelow our forecast, tracking estimate and consensus expectations of 2.2%yoy, and
海外研报
2024年08月30日
Intraday FX View FX & Precious Metals Trading | 2 September 2024
After Jerome Powell’s statement that “the direction of travel is clear” at Jackson Hole and EUR USD breaching our target of 1.12 it has been only up for the US$ since then. The combination of solid US economic data prints, political jitters in
海外研报
2024年09月03日
EF--Mixed jobs report offers no definitive signal for the Fed
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月11日
GS--AEJ Week Ahead: China August activity data; CBC and BI meetings
growth to decline to 4.3% yoy in August from 5.1% yoy in July, in line withsofter NBS manufacturing PMI and wider year-on-year contraction in steel
海外研报
2024年09月15日
