海外研报
筛选
GS--Takeaways from Digital Forum: Underappreciated Technology Value
We attended the SLB Digital Forum in Monaco, which broughttogether 1,400 customers and technology partners, and highlighted
海外研报
2024年09月22日
Taboo--Global Daily Market comments
This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized
海外研报
2024年09月22日
GS--The consumer, savings and stock performance
UK households benefit from positive real incomegrowth; the latest labour market data show private sector
海外研报
2024年09月22日
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
海外研报
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
海外研报
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
海外研报
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
海外研报
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-
海外研报
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
海外研报
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
海外研报
2024年09月24日
