海外研报

Citi_The Point for North America Thursday, 10 October 2024

We are initiating coverage of four regional banks that have garnered increased investor interests following their respective M&A transactions (regarding BANC, SSB, and UMBF) along with profitability improvement trends (SNV). Overall, we

GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism

The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot

Tactical Derivatives Strategy

Strategy: We recommend bearish investors overlay their positions with aHSY Aug 30th $185/$175 strike 1x2 Put Spread, indicatively paying 0.8%option premiumvs $193.53 ref price, heading into F2Q'24 carnings(confirmed for August 1). Short