海外研报

Global Rates Trader Growth Gains the Upper Hand

Recent moves in the front-end of G10 curves reflect a return to growth as the keyfocus for markets. The earlier part of the year was about inflation progress (or thelack thereof),

Thoughts Post the 2Q Call

2Q beat-and-raise supports 2024 outlookPfizer (PFE) shares traded positively today (+2%; DRG: -1%) following solid 2Q results (rev:

Trade Close: Close Options Recommendation on AFRM

We close our recommendation to buy AFRM calls. We close our 21-Aug, 2024recommendation to buy AFRM 6-Sep Weekly $29.5 calls at a gain following their

BoE—A Dovish Shift in the Debate, Supporting Our Forecast for Sequential Cuts

BOTTOM LINE: The latest commentary from the MPC indicates that the debate on