海外研报
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BofA_Liquid Insight USD- “October surprise” isn’t just political_20241022
Fundamentals driving USD USD’s move in October has been justified by relative fundamentals and G10 central bank
海外研报
2024年10月23日
BofA_Meta Platforms Inc_20241022
Expect modest beat; cost focus can drive EPS upside
海外研报
2024年10月23日
EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics
Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP
海外研报
2024年10月23日
GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion
Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,
海外研报
2024年10月23日
globalinvestmentstrategy102124
Asset Allocation Spotlight: The economics of natural disasters ...
海外研报
2024年10月23日
GS--Reflation divergence: US exceptionalism continues
Risk appetite continued to pick up last week, with our Risk
海外研报
2024年10月23日
Japan_ simulation of a risk scenario coalition government losing its majority
This is a simulation of a risk scenario in which the LDP loses a significant
海外研报
2024年10月23日
JPM_Commodity Market Positioning and Flows_20241021
The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o
海外研报
2024年10月23日
JPM_Credit Calls Tuesday, October 22, 2024
High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi
海外研报
2024年10月23日
JPM_Cross Asset Volatility Machine Learning Based Trade Recommendations_20241021
We updated model performance recently,highlightingsignificantimprovements afer adding the Vol Surface model given its low
海外研报
2024年10月23日
