海外研报

All to play for in final leg of US presidential election

FX View: This week the US dollar (DXY) has fallen a further 1.0% as markets position with increased confidence for the start of the Fed easing cycle in

Commodities Flows Chartpack for week ending August 20, 2024

See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations.

BNP Paribas Global Macro CTA Tracker

Our Global Macro CTA Tracker aims to provide an insight into the average CTAtrend-following strategy, by simulating a cross-asset portfolio strategy that

Capital Markets Strategy

"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"

GS--Nvidia Corp. (NVDA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Mr. Jensen Huang, Founder, President and CEOBottom line: Mr. Huang discusssed, 1) The trend toward densification and

GS FX Morning Notes: BoJ Exercises Patience

No major surprises as the BoJ kept rates on hold and left the tone of the language

GS--Discussing key debates and updating our trackers ahead of F1Q results

Ahead of NKE’s F1Q result scheduled for October 1st, we discuss

UBS--Get Ready – for interest rates, elections, and volatility

he US presidential election and tensions in the Middle East can lead to

BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006

Equity index futures roll costs for 35 global futures rolls