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AUD mid-year update: bullish but China & positioning cap upside
AUD: rates tailwind… We continue to see the AUD gradually higher over the next few quarters (year-end ’24 forecast: 0.69/ year-end ’25: 0.72) but near-term upside is likely to be capped by the
海外研报
2024年08月27日
Five Stocks in Focus: HP, NESTE, PBF, CRK, and XOM
In this note, we highlight five stocks that are top of mind in investor conversations.(1) For HP (Sell), we discuss our updated US rig count forecasts, driving lower
海外研报
2024年08月30日
Global Portfolio Manager's Digest So Long, Summer
We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing
海外研报
2024年09月03日
Macro & Strategy
In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
海外研报
2024年09月06日
CA--FAST FX Fair Value Model
triggered any new trades. Most of the ten crosses covered by the model are trading within one standard deviation of their fair values. The FAST
海外研报
2024年09月11日
