海外研报
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UBS--Preparing portfolios for the fourth quarter Weekly Global
Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.
海外研报
2024年09月24日
XCCY Weekly 2024-09-20
• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their
海外研报
2024年09月24日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01
The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons
海外研报
2024年09月25日
SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o
◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and
海外研报
2024年10月17日
Seeking Certainty Amid Change
We expect a range-bound market in near term, as recent rallyhas largely priced in the positive developments since February.Despite positive policy pivots, we caution against persistentdeflation pressure and rising complexity from trade protection
海外研报
2024年07月01日
DR--Investor Positioning and Flows
Our measure of aggregate equity positioning was choppy through the week but remained modestly above average (z score 0.37, 65th percentile). Under the surface,
海外研报
2024年09月11日
GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.
海外研报
2024年09月17日
BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006
Equity index futures roll costs for 35 global futures rolls
海外研报
2024年10月11日
Interest Rates Daily
With summer, and the cusp of Fed easing upon us, lack of market depth has exacerbated market moves. Rates volatility has remained contained.
海外研报
2024年08月14日
