海外研报

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

GD--COMMODITIES: IS THE AUTUMN RALLY ‘REAL’?

Shifting macro currents have lifted the mood for commodities, removing the excess pessimism that built over the summer and reviving hopes for a pickup in global demand.

Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?

Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.

China: Industrial profits rose sequentially in June

China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial