海外研报
筛选
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
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
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
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
海外研报
2024年07月11日
US Weekly Kickstart
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
海外研报
2024年07月22日
Asia Fund Manager Survey
Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
海外研报
2024年07月17日
Asia-Pacific Inflation Monitor: Further easing in inflation in June
n This publication summarizes regional and economy-specific inflation data acrossthe Asia-Pacific economies we cover. The latest data points are for June 2024 inmost cases.
海外研报
2024年07月26日
