海外研报
筛选
China’s Third Plenum provides little support to metals
Last week’s key Communist Party meeting failed to lay out morepolicies to prop up demand for metals and we expect copper and
海外研报
2024年07月30日
Weekly spending update through July 27
Key takeaways• Total card spending per HH was up 0.1% y/y in the week ending Jul 27, according to BAC aggregated credit & debit card data.
海外研报
2024年08月02日
TECHNICAL ANALYSIS
2y UST experienced a steep down move after break below multi-month ascending trend line and recently revisited May 2023 low of
海外研报
2024年08月14日
Global FX Positioning: Short DXY Positions Stretched. Broad USD Positioning Short - Not Stretched
In the week ending Friday, August 23, options pricing data indicate investors added long NZD and GBP positions and increased short USD (DXY) positions. In futures,
海外研报
2024年08月29日
August CPI: Price hikes spreading gradually in private services
August CPI: Strongest growth in a year, exceedingforecastsToday’s August Tokyo CPI was an upside surprise, with the Japan-style core CPI (ex.
海外研报
2024年09月02日
US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut
US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds
海外研报
2024年09月10日
GS--ADT Inc. (ADT): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: ADT has streamlined the business over the past year to focus onresidential security monitoring with the divestiture of its commercial business and
海外研报
2024年09月14日
Barclays - Tesla - 3Q First Look – 3Q beat...a near-term boost as fundamentals looking positive
Auto gross margin ex-reg. credits, incl. SBC 17.1%, strong beat
海外研报
2024年10月25日
