海外研报
筛选
USD: in the shadow of the Rockies
It was a tentative start to the week for risk sentiment. The rhetoric from the Fed remains mixed. While dovish FOMC voter Mary Daly expressed more confidence
海外研报
2024年08月20日
Barbell IG Position Provides Moderate Yield Pickup
With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market
海外研报
2024年08月24日
SocGen - Fixed Income Weekly - Easing into it
The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,
海外研报
2024年09月16日
BofA_FedEx Corp_20240920
Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets
海外研报
2024年09月21日
FX Weekly--JPY vol picks up but what’s changed?
FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the
海外研报
2024年09月29日
GS--The Budget, Gilts & the Investment Summit
A budget for investment: Signaling from the government
海外研报
2024年10月13日
Commodities Weekly--China’s long on words but short of numbers
Global commodities: Commodities are struggling to find direction given the
海外研报
2024年10月19日