海外研报

Citi--The Point for Asia Pacific Thursday, 10 October 2024

We cut our target price to ¥7,000 from ¥9,000 while maintaining our Buy rating. Our OP forecasts are now lower than previously, but ongoing strong inquiries for AI

September cut on the table helps drive down yields

The FOMC left the door ajar for a possible September rate cut, while avoiding any firm commitments. The tone of the statement as well as Chair Jerome Powell’s

BofA_US Watch An A+ jobs report_20241004

Strength across the board, only 25bp warranted in November

BofA_FX Viewpoint FX flows & positioning in Q3_20241009

Market overview: Hedge Fund USD selling vs. EM FXBofA investors ended Q3 slightly long USD, neutral rest of G10 FX, and marginally short

GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season

One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day