海外研报

MS Sunday Start - Looking Back from Over There

After a week speaking with clients in London, I am struck by both the parallels and

Nomura_The Economy Next Week_20241018

Global Economic Outlook Monthly: ECB to out-cut the Fed; stil cautious on China

OutlookforIndia-102024_updated

India, world’s fifth largest economy is projected to grow at 6-8% over the next five years and

SocGen - Morning Briefing - 18 October 2024

Euro stays lower after dovish ECB rate cut, EGB curve steeper. Next 25bp cut to 3.0% likely in

SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.

Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB

third-point-q3-2024-investor-letter_tpil (5)

The top five winners for the quarter were a private position in R2 Semiconductor, Pacific Gas

Trailing stop for short EUR_USD

Important: Please note that in the United States, this fixed income research report is considered

US Week Ahead_ October 21 - October 27

08:55 AM Dallas Fed President Logan (FOMC non-voter) speaks

USD_ Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

When Things Kinda Make Sense

I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,