海外研报
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Weekly commentary
Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.
海外研报
2024年07月04日
The Point for Asia Pacific
TopCallChina Multi-Asset - All Eyes on Third Plenum; Plus Buy Export & CommodityPlaysIn the run-up to China’s much-anticipated Third Plenum on 15-18 July, our
海外研报
2024年07月04日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
SocGen - On Our Minds - ECB staff still on holidays. Bigger downward revisions likely ahead
Given the recent market volatility and re-pricing of rate cuts since the July meeting, today’s ECB press conference was surprisingly uneventful. A second cut was delivered as
海外研报
2024年09月16日
GS--AI – Strategist Deep Dive
With technology being the driving force of equity returns since the end of the GFC,investors have more recently questioned concentration risk and whether AI is a
海外研报
2024年09月09日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月18日
Strategy Trade
RationaleOur short GBP/JPY has traded above our dynamic trailing stop at 185.80. As such, we take profit on the original trade (opened at 199.50 on 24 July) with a gain of 6.9%. We still
海外研报
2024年08月07日
GS--What’s Powering Your Services Recap - 9/27/24
This week in Business & Information Services, we analyzed the latest online traffic
海外研报
2024年09月29日
GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates
As we enter the last quarter of 2024, we take the opportunity to refresh our top 10
海外研报
2024年09月29日
