海外研报
筛选
TECHNICAL ANALYSIS
2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
海外研报
2024年08月29日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年08月20日
GS--China: Soft money and credit data in August
August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
海外研报
2024年09月15日
GS--Aligning our sector recommendations with the macro environment
We update our sector recommendations. We turned more“defensive” early in the summer, in response to the recent
海外研报
2024年09月15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25日
BofA - Gonzalo Asis - Trading Catalysts Uncertainty removed. What’s ahead for equities_20240922
Economics: First cut, now back to data-dependence The Fed cut rates by 50bp last week as it seeks to recalibrate policy to a more neutral
海外研报
2024年09月25日
China_s_stimulus_package_ten_reactions
Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China
海外研报
2024年09月25日
Asia Macro Weekly
Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the
海外研报
2024年08月24日
The Fog of War, The Economy, & Markets
I could be extremely lazy this weekend and just repost (with an updated chart) the Heads I’m Smart, Tails I’m Stupid report as the market continued to flip-flop around. On Friday alone, the Nasdaq 100
海外研报
2024年09月02日
GS--Crown Castle International Corp. (CCI): Communacopia + Technology Conference 2024
Bottom line: We have three key takeaways: (1) Crown Castle remains constructiveon its domestic tower operations as its wireless carrier customers will need to
海外研报
2024年09月11日
