海外研报
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Global Rates ldeas EM & DM
We highlight opportunities for tactical flattening carry tradesin the US and Türkiye
海外研报
2024年08月12日
Nomura Quant Insights
US equity rebound being powered by macro hedge funds buying the dipUS equities (S&P 500) have continued to pick themselves back up. Investors have gone
海外研报
2024年08月15日
Quick NVDA Recap Call with Harlan @ 8:30am; Positioning; CRM; HPQ, NVDA
ASML: My quick read – A win for the Biden admin, as the Dutch government appears finally to agree in supporting restrictions on maintenance of DUV equipment sold to China before sales restrictions came into place. Minimal
海外研报
2024年08月30日
Global FX Positioning: A Reduction in Short USD Positions
In the week ending Friday, August 30, options pricing data indicate that investors added long USD (DXY) positions, and increased short EUR and GBP positions. In the
海外研报
2024年09月03日
US Housing Outlook:
Housing recovery continues driven by low supply. But housing demand is gradually softening because of high
海外研报
2024年09月11日
