海外研报

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics.

GD--NAVIGATING THE US SOFT PATCH

A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign

BofA_US Equity Futures Watch_S&P 500 Futures01

Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich

GS--Cross-checking views on inventory levels across end markets

Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion