海外研报
筛选
DB CoTD: The best and worst daily market cap moves in history – Jim Reid
Last night saw the largest market cap fall for any stock in history with Nvidia seeing $279bn wiped out in its -9.53% fall. For context, that’s similar in size to
海外研报
2024年09月06日
GS--Brazil: Copom—Time to Walk-the-Walk and Hike, But Despacito (Ramos)
We expect the Copom to validate a moderate relatively short rate hiking cycle,starting with a 25bp hike at the September 18 meeting. In our assessment rate
海外研报
2024年09月11日
JPM - trading the easing cycle01
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月20日
