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US Election Cheatsheet_ All facts, no fiction
We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
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2024年09月22日
GS--What’s Next in Gas: Potential Ukraine transit deal poses downside risk to our TTF forecast
News today (September 19th) of a potential deal between Ukraine andAzerbaijan that would effectively prevent the halt of the remaining 42 mcm/d of
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2024年09月22日
Why High Yield Now?
We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
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2024年09月22日
DB_Commitment of Traders_20240920
Interest Rates: Speculators were bearish in Treasury futures, extending their net short positions by 134K contracts in TY equivalents over the week
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2024年09月23日
MS - European Equity Strategy - Demystifying Cyclicals vs Defensives_20240917
The recent sharp underperformance of cyclicals vs defensives is almost exactly in-line with the soft landing playbook (both 1995-
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2024年09月23日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
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2024年09月24日
Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02
It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
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2024年09月24日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23
The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,
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2024年09月24日
Barclays_Tesla, Inc_20240923
Decomposing 3Q24 deliveries:Healthy result to avoid negative
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2024年09月24日
Cheatsheet - G10 & EM Week Ahead_ The party continues
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年09月24日