海外研报
筛选
GS--Global FX Trader Is The First Cut the Deepest?
USD: Fed brings better balance; adjusting our forecasts. With a 50bp rate ncut, the FOMC most likely chose the option that leads to lower economic and1
海外研报
2024年09月23日
GS--Healthcare Pulse: Macro/Micro Mash-Up ... Investor sentiment
The T+1 reaction function across HC in the immediateaftermath of this week’s Fed cut was consistent with “right
海外研报
2024年09月23日
GS--VIVE Focus Vision launch supporting 4Q24 recovery; immersive and low-latency VR/MR experiences
New VR headset launched: HTC launched a new headset model, VIVE Focus Visionin Sep 2024 (link), priced at US$999, equipped with an immersive display, dual color
海外研报
2024年09月23日
JPM_Positioning Intell Weekly Wrap_20240920
In the US, HFs remained net sellers (-1.3z in past 5d) as selling/de-grossing prior to the Fed was not reversed on Wed/Thurs. Gross and net leverage were basically unchanged WoW. Retail investors did not seem particularly
海外研报
2024年09月23日
US--Long awaited easing cycle commences with a bang
With the FOMC meeting in the rear view, it will be a quieter week ahead,with highlights including PCE inflation, personal income & spending,
海外研报
2024年09月23日
MS - Thematic Alpha - Thematic Thoughts & Best Ideas from the Industrials Conference_20240916
Tech Diffusion & AI. AI was discussed from both an adoption standpoint and as a driver of growth for companies with exposure to AI infrastructure.
海外研报
2024年09月23日
MS-- FOMC Reaction - September Meeting
• The FOMC lowered the fed funds rate by 50bp to 4.875%. The FOMC statement acknowledged further progress on inflation and risks to
海外研报
2024年09月23日
MS_India has displaced China as the largest MSCI EM market_20240917
India has displaced China as the largest MSCI EM market
海外研报
2024年09月23日
MS_September 20
While the BoJ keeps rates on hold as expected, the press conference leans dovish as BoJ Governor Ueda says there is “room to spend
海外研报
2024年09月23日
The Start of a New Cycle
The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in
海外研报
2024年09月23日
