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Overview – Retail Trading
For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying
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2024年08月09日
Healthcare Pulse: Shifts Now Afoot... Investor sentiment
The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
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2024年07月22日
Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
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2024年07月22日
Navigating 2025 AI cloud investment
The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
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2024年08月12日
CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
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2024年07月01日
China+ Chartbook September 2024
China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
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2024年09月22日
Barclays--European Morning Research Summary_20240913
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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2024年09月15日
USB--Get ready 4Q outlook: Rates, votes, and volatility
As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.
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2024年09月24日
FX Weekly--Muted USD reaction as Fed easing begins
FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for
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2024年09月24日
SocGen - Credit Strategy Weekly - Rate cuts to the rescue
A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
海外研报
2024年09月24日
