海外研报
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China_ the playbook for a steeper CNH rates curve
less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
海外研报
2024年09月20日
GS--KOSPI continued to gain by 1% despite semi sector volatility
KOSPI continued to gain by 1% despite semi sectorvolatility. The Pharmaceutical, Steel and Shipbuilding
海外研报
2024年09月22日
Quarterly Vantage Points September 18, 2024
Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
海外研报
2024年09月24日
JPM - Meta- All or Nothing... Connect 2024 Thoughts and Laterals_20240925
Launch of the Quest 3S at $299.1.2. Launching Llama 3.2, its first model capable of processing images.
海外研报
2024年09月28日
MS - Meta Platforms - META Advances its Hardware and Software AI
We highlight 3 key advancements across META's hardware and
海外研报
2024年09月28日
GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub
US gas markets continue to approach the turning point where gas prices will, in
海外研报
2024年09月28日
Barclays_Shell Plc A decent update_20241007
We expect a slightly positive reaction to Shell’s trading
海外研报
2024年10月11日
Viewpoint On The Cutting Room Floor
As the Federal Reserve (Fed) begins the first easing cycle in four years, our base
海外研报
2024年10月11日
US Daily: June CPI Preview (Hill/Walker)
We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We
海外研报
2024年07月11日
GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities
Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery
海外研报
2024年09月16日
