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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

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

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

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
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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
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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
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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
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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
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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
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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