海外研报
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WBD & PARA Credit: Another 'Spin' on Our Cautious Views
Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
海外研报
2024年08月05日
High Inflation Print in July Driven by Higher Electricity Tariffs and Cyberday Sales Price Rebound
Bottom Line: Consumer prices increased by a high 0.7% mom in July, slightlyabove consensus expectations for a 0.6% mom increase. Under the new CPI
海外研报
2024年08月09日
The Global Point Thursday, 15 August 2024
The global economy’s “digital transformation” has entailed a shift from ecosystems characterized primarily by flows of physical “stuff” to ecosystems
海外研报
2024年08月16日
FX Daily Snapshot Europe Weekly Focus
The flash PMIs for August did little to ease concerns about a slowing euro area economy. A temporary boost to French services from the Olympics
海外研报
2024年08月24日
Cheatsheet - G10 & EM Week Ahead: Summer loose ends
Monthly CPIs in Brazil, Australia, and Eurozone, alongside Q2 GDPs in Canada and Sweden, are top of mind. US core PCE may take a backseat, given increased risk around and focus on
海外研报
2024年08月28日
Barclays_This is it (or maybe not)_20240906
The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
海外研报
2024年09月09日
BJ--S&P 500 Futures Intraday Roll Cost Monitor
Intraday on Sep 10, 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 73bps rich
海外研报
2024年09月12日
GS--MercadoLibre Inc. (MELI): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few takeaways from our conversation: 1) growthremains a key priority for the company, as MELI is focused on not missing key
海外研报
2024年09月17日
GS--Central Bank Recap | China Consumption
This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note
海外研报
2024年09月22日
