海外研报
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Regional Market Focus ETF in Focus
The ageing global population and rising life expectancy are driving an increase in healthcare spending. Healthcare accounts for over 10% weightage in major global indices
海外研报
2024年07月10日
Charts That Caught My Eye
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年07月10日
GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT?
Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? MIT’s Daron
海外研报
2024年07月10日
Macro Credit Views: Trust in carry (Karoui)
Carry remains our baseline view. Valuation constraints continue to loom large inmost segments of credit markets, greatly limiting the scope for upside convexity
海外研报
2024年07月19日
Atradius 经济展望 软着陆
预计 2024 年全球增长率为 2.6% ， 与 12 月经济展望相比上调 0.5% 。由于更强劲的需求前景和更高的移民 ， 美国经济的韧性突出。 2025 年增长可能会略有改善 ， 达到 2.8％ ， 随着通胀持续下降 ， 购买力也会有所改善。
海外研报
2024年07月05日
Where are the conveXintlection/pain points in global markets?
Option delta hedging: a price movement amplifierDerivative trading can (significantly) impact asset prices via feedback effects of deltahedging strategies followed by option
海外研报
2024年07月05日
2024 Mid-year outlook
We expect Treasury yields to remain rangebound through the summer, with a declinefrom current levels expected later this year only once the Fed begins easingYields tend to
海外研报
2024年07月05日
Employment Report Preview: Slower job growth
June payrolls slow to 210k because of softening demand for and supply of labor. We forecast no change in the unemployment rate at 4.0%; if weaker demand dominates, unemployment
海外研报
2024年07月05日
Monthly aircraft delivery tracker: June looking better sequentially
Our aircraft delivery tracker, based on Planespotters data, suggests Boeing istracking to 43 deliveries for June, including 34 737 MAX, 3 787s and 6 other. Of the34 MAX deliveries we estimate 26 were new production deliveries,
海外研报
2024年07月05日
2024 Mid-Year Global Economic Outlook
H24 outcomes have aligned with our top-down views. Global growth hascooled to a still solid 2.4%ar and is less dependent on a US demand engineNotably, the Western Europe recovery
海外研报
2024年07月05日
