海外研报
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Deutsche Bank Research - Investor Positioning and Flow - Oct 21
On the growth front, positive surprises started with the robust payrolls report
海外研报
2024年10月22日
GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)
The historically large flattening and inversion of the US yield curve over the past
海外研报
2024年10月22日
GS--Global Rates Notes: 4Q24 Treasury Refunding Preview
Our projected deficit path suggests modest downside risks to Treasury’s n
海外研报
2024年10月22日
HSBC_FX Tactician-20241018
The USD continues to be dominated by the outlook for relative interest rates,
海外研报
2024年10月22日
JPM_US Market Intell Afternoon Briefing_20241021
SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to ￡1.0015,
海外研报
2024年10月22日
GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers
We examine the changing retail landscape in Australia amid: 1) the re-acceleration of
海外研报
2024年10月22日
What drives US voters?--US special
We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find
海外研报
2024年10月22日
UBS--Hong Kong banks: Navigating challenges in HK's CRE market
1H24 net profits decline: Hong Kong banks' net
海外研报
2024年10月23日
Jefferies--Back to Autos in Q3
"We, Robot" mostly fell flat. Without much indication of progress on either
海外研报
2024年10月23日
BofA--3Q Heads Up: AT&T reporting tomorrow
Momentum in core wireless and broadband segments
海外研报
2024年10月23日
