海外研报
筛选
GS--China Consumer Staples: Key investor feedback from European marketing trip
past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer
海外研报
2024年09月25日
China optimism exaggerated
Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up
海外研报
2024年09月25日
Citi_Commodities Flows Dovish FED and the 4Q 2024 Commodities Market Outlook_20240923
Citi published its flagship Global Commodities Quarterly on Sunday 15thSeptember, in advance of a dovish September FOMC. The Fed delivered a 50
海外研报
2024年09月25日
Citi_Digital Asset Bi-Weekly Will Fed easing support crypto and reverse ETH ETF outflows_20240923
Outflows from ETH ETFs since their July launches have totaled $610mm,
海外研报
2024年09月25日
Citi_Global FX Strategy Today’s data reinforce our bearish EURUSD view_20240923
CITI’S TAKE
海外研报
2024年09月25日
EM EMEA Weekly
Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South
海外研报
2024年09月25日
GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)
Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n
海外研报
2024年09月25日
GS--Global Markets Daily: The UST Buyer Mix around the First Cut (Pereira)
nmoney funds. Levered demand (proxied by the “households” flow of funds
海外研报
2024年09月25日
GS China Economics Outlook_ September 2024 [Presentation]
Current state of the economy:
海外研报
2024年09月25日
JPM_Commodity Market Positiong & Flows_20240924
The estimated value of open interest across global commodity marketsjumped by 2% WOW to $1.37 billion, led by price driven gains acrossenergymarkets alongsidecontractinflows across precious metals and agrimarkets (as of 20 Sep, Table 1,
海外研报
2024年09月25日
