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What next after a volatile week for markets?
The period of relative calm for markets came to a screeching halt overthe last week or so. But while recent market moves have been dramatic,
海外研报
2024年08月14日
US MARKET INTELLIGENCE:MORNING BRIEFING
US: Futs are flat into NVDA earnings this afternoon; NVDA is +31bps pre-mkt with the balanceof Mag7 performing similarly and Semis are also bid. Bond yields are lower in the front-endwith 10Y unchanged. USD is looking to reverse yesterday's gains as
海外研报
2024年08月29日
Low-income core consumer pressures 2Q comp, see continued risks; Underperform
F2Q adj. EPS $1.70 & comps +0.5% below estsDollar General’s (DG) 2Q adj. EPS of $1.70 was below our $1.84 est. and the Street at
海外研报
2024年09月02日
COMMERZBANK--Inflation wherever you look
Yesterday, even without an explicit trigger, the US dollar rallied quite a bit, with EUR-USD
海外研报
2024年10月11日
“When the minds change…”: new scenario
As we wrote in February, this famous quote, attributed to John Maynard
海外研报
2024年10月25日
