海外研报
筛选
SocGen - FX View - Two weeks of intense uncertainty lie ahead!
The dollar is down against all the other G10 currencies this morning (marginally, in some
海外研报
2024年10月25日
SocGen - Market Wrap-up - Heading towards €800bn
The earnings season is picking up, and while it is still relatively early days, the results so
海外研报
2024年10月25日
The USD and the US election_ the 4 rule
Polls remain very close ahead of the US presidential election, making it
海外研报
2024年10月25日
UBS - Tesla, Inc
TSLA 3Q24 results and commentary were better than expected and should give bulls
海外研报
2024年10月25日
GS--Post-election economic policies, more monetary easing, lower long-term US equity returns2265
Post-election economic policies
海外研报
2024年10月25日
WK20241023--WEEKLY FLOWS & HOLDINGS
iFlow Mood shows the market is in risk-on mode. iFlow Carry is negative while iFlow
海外研报
2024年10月25日
GS--Americas Construction: Building Products: AHRI — July Read-Throughs
decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
海外研报
2024年09月15日
PM_China+18Sep24
The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%
海外研报
2024年09月19日
CB Views_ September 2024 FOMC Recap
The FOMC kicked off the start of its easing cycle with a 50bp cut, bringing the Fed Funds target range to 4.75-5.00%. The jumbo cut was
海外研报
2024年09月20日
Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested
The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
海外研报
2024年09月15日
