海外研报

DB--Mapping Markets: Why are markets so nervous right now, and is this justified?

Markets are very jittery right now. The S&P 500 just saw its largest weekly decline since SVB’s collapse in March 2023. And apart from the brief turmoil of early

Barclays_US Credit Derivs_Tail-Risk Option Hedge Screener

Following the recent sell-off, most products in the screener nowtrade cheap versus their six-month averages, with SPY and IWM

Deutsche Bank Research - Amazon - Sep 17

Late last week, multiple news sources reported that President Biden intends to take executive action while waiting for Congress to pass a bill related to the de minimis

Jefferies - Chris Wood - Tail wags dog_20241003

If anybody needed reminding that geopolitics remains the main risk to markets at present,

A Fertile Ground for Investment Returns

It is easy to feel nervous about the

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by