海外研报
筛选
LOGI; NOW; TER GOOGL & TXN Bars; Media Survey; APH; CALX; CDNS; FLEX; GLW;
Sentiment: I think HFs were short into WWDC and have been forced to cover in the weeks that followed throughbetter ad checks and the appreciation that GOOGL, is the cheapest Mag7 stock while having retained the most costoptionality. New
海外研报
2024年07月24日
Global Credit Trader The growth scare comes for credit too
An earlier than expected growth scaren A series of weaker than expected data releases, including the July employment
海外研报
2024年08月05日
Global Strategy Weekly
What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
海外研报
2024年08月09日
TEN QUESTIONS ABOUT A 'FISCAL CRISIS'
It would be a wild exaggeration to say DM fiscal risks are always a pressing concern for global investors. But these days, questions about the “fiscal trajectory” (to use the economist’s
海外研报
2024年08月16日
Commodity Call
The sands are quickly shifting in the Australia Carbon Credit Unit (ACCU) market. Voluntary purchases are quickly giving ground to compliance-related
海外研报
2024年08月24日
HOW LOW IS LOW ENOUGH FOR THE FUNDS RATE?
After scuffling around the starting gate of the rate-cut betting race for more than year, market participants finally heard the bell go off on Friday and know the race is on. There are three tiers
海外研报
2024年08月28日
GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)
Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print
海外研报
2024年09月12日
