海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.9% today. Taiwan and India markets outperformed,while Australia and Korea markets underperformed. Within MXAPJ sectors, Utilities

Nomura Quant Insights

US equities: CTAs and volatility control funds behind the curve in getting outThe latest (and much-watched) US jobs report brought a disappointment. The announced

Trend follower bond longs getting stretched, equity closer to neutral for now

CTAs likely not participating in equity rally (yet)The S&P 500 broke a four-week losing streak by posting its best weekly return since

CitiFX Wire | Technicals

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONALCLIENTS ONLY. CLIENTS SUBJECT TO MIFID SHOULD NOT READ THE INFORMATION BELOW UNLESS

GS--SAP (SAPG.DE): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Dominik Asam, CFO at SAP, presented at the Communacopia +Technology Conference.

BofA_Global Earnings Revision Ratio Cautionary tone_20240930

Global Earnings Revision Ratio retreated in September