海外研报
筛选
A funny thing happened on the way to the....
CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged
海外研报
2024年09月13日
artificial-intelligence-what-does-it-mean-for-real-estate
Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and
海外研报
2024年09月13日
Asia_Portfolio_Flows_Emerging_Markets_Asia_August_2024
Despite the yen carry trade unwind at the start of August which triggered a sell-off in risk assets, the month ended with a modest foreign equity
海外研报
2024年09月13日
august-2024-preliminary-hedge-fund-performance-report
Hedge funds were up on average 0.20% in August underperforming the MSCI World which was up 2.68%.▪ YTD hedge funds are up 6.81%, underperforming MSCI world which is up 17.10%.
海外研报
2024年09月13日
Barclays_US Credit Derivs_Tail-Risk Option Hedge Screener
Following the recent sell-off, most products in the screener nowtrade cheap versus their six-month averages, with SPY and IWM
海外研报
2024年09月13日
BofA_BofA on USA Summer doldrums
Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年09月13日
BofA_US Equity Futures Watch_S&P 500 Futures
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
BofA_US Equity Futures Watch_S&P 500 Futures01
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
gs--Lithium - supply cuts provide floor in the near term
According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on
海外研报
2024年09月13日
Searching for the floor
Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is
海外研报
2024年09月13日
