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Currency and gold watch
Still on holiday, GREED & fear senses that the excitement generated by the yen carry trade unwind has all but
海外研报
2024年08月24日
From the Global Director of Research | North America
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年08月28日
The Flow Show The last private hire
Scores on the Doors: gold 22.4%, stocks 15.4%, crypto 14.3%, HY bonds 6.8%, oil 5.9%, commodities 4.0%, IG bonds 3.8%, cash 3.5%, govt bonds 0.7%, US$ 0.0% YTD.
海外研报
2024年08月31日
AS--First Fridays & Gell-Mann Amnesia Effect
Last weekend’s Fog of War T-Report listed “lack of liquidity” as our number one fear, and even Friday’s .
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2024年09月09日
MS_Charts That Caught My Eye_20240910
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年09月12日
GS--Verisk Analytics Inc. (VRSK): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: VRSK’s CFO Elizabeth Mann presented at the GS Communacopia +Technology Conference 2024
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2024年09月17日
Remain LT bullish on Private Credit & less concerned with credit within our coverage
Remain bullish on private credit – long and short-termAs we prepare for lower interest rates, we have monitored an increase in investor inbound
海外研报
2024年09月22日
DB CoTD: The payroll cat amongst the pigeons
Good afternoon from Berlin! On the other side of the Atlantic, the shock
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2024年10月11日
