海外研报
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SocGen - FX View - Only psychological barriers are preventing a bigger dollar rally
Happy Columbus Day. Scientists now think he was born in Valencia to Jewish parents, rather
海外研报
2024年10月16日
TECHNICAL ANALYSIS--2y UST, 10y UST, 10y Bund, Canada 10y,
2y UST defended the lower limit of its range since last year at 3.55%/3.51% resulting in a steady rebound. The move has
海外研报
2024年10月16日
UK Budget preview: Creativity versus stability
The first Labour Budget in 15 years looks hugely significant for the UK
海外研报
2024年10月16日
Albert Edwards - These are the most extraordinary of times
The US consumer has surprised on the upside recently. But these gains have been
海外研报
2024年10月17日
Barclays_European Equity Strategy - What to buy in the UK_20241016
UK investment not straightforward. UK stock valuations still look depressed, and having been
海外研报
2024年10月17日
BofA_Alphabet 3Q Preview- Expect in-line Q, potential for AI Overviews to aid
Expect meet/beat 3Q; Search likely stable, YouTube weak
海外研报
2024年10月17日
BofA_US Semiconductors ASML implications- step back for semicaps, AI still strong_20241015
ASML cut showcases increasing divergence in semis
海外研报
2024年10月17日
GS-- Forecasting a 50bp Cut at the October BoC
BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,
海外研报
2024年10月17日
China Credit Conundrum_ Mapping China's Credit - Releveraging As Real Estate Downturn Bites
The last two years have seen China's leverage rise again. We estimate China's non-financial debt to
海外研报
2024年10月17日
UBS--States: Resilient strength - summary report
State credit quality is among the strongest sectors of
海外研报
2024年10月17日
