海外研报

Trade Close: Close Options Recommendation

We close our recommendation to buy SO calls. We close our 31-July, 2024recommendation to buy SO 9-Aug Weekly $84 calls at a gain following their

Don’t throw away a nest egg!

As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to

Hardware Sector Update; DELL Add to Focus List; ALAB

My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his

Global Credit Trader There and back again

While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.

Egypt Economic Update

Economic growth. The IMF Executive Board's completion of the third review of Egypt's USD8bn, 46-month Extended Fund Facility on 29 July, allows Egypt to

BD--ECB Preview: If it ain’t broke

On 12 September we expect the ECB to cut rates 25bp to 3.50%. This confirms that June was not a one-off insurance cut and the ECB is in the