海外研报
筛选
refer to the views and observations of the desk.
Positioning + Flows .. not much reprieve last week during what has been one of the more dynamic momentum / positioning drawdowns we’ve
海外研报
2024年07月29日
CEO David Solomon meeting takeaways
Three catalysts to drive stock outperformanceOur meeting with Chairman and CEO David Solomon highlighted the significant
海外研报
2024年08月01日
2Q24 earnings recap, and thoughts on end market trends
Coming out of 2Q24 earnings season, Street estimates on average moved lower forcompanies more tied to the auto end market (especially EV OEMs and auto
海外研报
2024年08月09日
Hong Kong: Retail sales fell in July
On a month-over-month basis (seasonally adjusted), Hong Kong retail sales declinedin July (-2.0% in value terms, -2.3% in volume terms). Sales value declined
海外研报
2024年08月31日
Barclays_Barclays Equity Factor Monitor_20241002
We attach the US & Europe factor baskets for September 30, 2024, to this report.
海外研报
2024年10月08日
