海外研报
筛选
GS--How do UK equities perform when the Pound rises?
Riding risk. The BoE kept rates on hold and sent a slightly
海外研报
2024年09月29日
GS--US Weekly Kickstart03
Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.
海外研报
2024年09月29日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
US equities were slightly net sold on the week, as large selling last Friday (options expiry/index
海外研报
2024年09月29日
What is behind deglobalization?
Global trade in goods has been growing more slowly than the global economy for
海外研报
2024年09月29日
GD--BEIJING’S RALLY003
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年10月01日
GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM
The main story line from the August personal income and spending data is, assuming payroll
海外研报
2024年10月01日
Barclays_China stimulus This could be big_20240927
While not our base case, a CNY5trn property stabilisation fund
海外研报
2024年10月01日
BCA_Did China Just Launch A Bazooka_20240926
. The odds are that the adrenaline from the recent poliey stimulus will besufhcient to produce a
海外研报
2024年10月01日
BofA Hartnett Flow Show - Top of the world
Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,
海外研报
2024年10月01日
Cheatsheet - G10 & EM Week Ahead_ Say cheese
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年10月01日
