海外研报
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Canada Production Remains Solid, But Risk From Wildfires Grows
Brent crude prices dropped to early June levels as investor sentiment movedtowards bearish pricing of Trump’s presidency risks and as a stronger dollar fueled
海外研报
2024年07月24日
Global FX Trader Running Late?
USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
海外研报
2024年08月05日
Industrial Production Declined Further in June
Bottom Line: Industrial production contracted 20.2% yoy in June weaker than the15.0% decline in May. On a sequential basis, industrial production declined 1.5%
海外研报
2024年08月09日
Asia Open - US core CPI endorses 50bp cut Sept
UST curves bull-flattened after the favorable US core CPI, prefaced by optimistic UK and Sweden core inflation figures. SPX futures
海外研报
2024年08月16日
Strengthening Profits, But Growth Needs More Training
Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming
海外研报
2024年08月24日
Critical stress exits ‘Risk off’, proving yet another contrarian buy signal
CSS proves again to be a contrarian buy-signalAs we suspected on 5-Aug-24 (see our CSS Risk off report), the CSS remains a
海外研报
2024年08月28日
BARCLAYS--One Step Back, One Step Forward
Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face
海外研报
2024年09月12日
