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Economic Insights
Core CPI inflation likely remained weak in July. We expect an increase of just 0.077% m-o-m, similar to the June reading of 0.065% .
海外研报
2024年08月14日
NVDA Bars, DELL, GTLB, S, SMCI, Hon Hai
Sentiment: Even before last month’s Blackwell panic, investors I speak with were already looking to diversify their AI holdings a bit; but still nobody seemed keen to bet against the name, on a view that the remain extremely
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2024年08月29日
Active managers’ holdings update What are your neighbors doing?
2Q trades: LOs bought Comm. Svcs., sold cyclicalsOver the last quarter, long-only funds (LOs) increased their relative weight in
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2024年09月02日
UBS - Rebecca Cheong - I am turning tactically bearish next 2 months (at least -10%) – IWM,
Over the last two weeks, market internal has deteriorated to be the worst YTD. Current condition is also the most vulnerable in 6 years – which means any small
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2024年09月10日
