海外研报
筛选
Situation Room July FOMC: Yes man
The biggest takeaway from the July FOMC was that chair Powell largely agreed with market pricing for a September cut (Exhibit 1), assuming no big surprises on inflation.
海外研报
2024年08月02日
Indonesia: Steady growth beat, pockets of vulnerability
• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
海外研报
2024年08月07日
Multi-Asset Strategy Daily
The first hurdle for UK markets – the labour market report – came in this morning. Wage data were in line, with weekly earnings excl. bonus rising 5.4% on a 3M/YoY basis. This seems like good news, as wages are
海外研报
2024年08月14日
Signals, Flows & Key Data
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
海外研报
2024年08月29日
NVDA, OKTA, PNC, XLF and new highs versus new lows
Three stocks, one ETF and another solid breadth indicator
海外研报
2024年09月02日
GS--Alphabet Inc. (GOOGL): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few key takeaways from our conversation: 1) Publiccloud market remains in the early stages of growth & penetration driven by newer
海外研报
2024年09月14日
Barclays_Economic outlook Creating space_20241023
Plausible policy announcements at the Budget would suggest
海外研报
2024年10月25日
