海外研报
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Global Metals & Mining_ Rio Tinto agrees counter-cyclical cash offer to acquire Arcadium Lithium
Rio Tinto has announced an agreement to acquire Arcadium Lithium (Not Rated).According to Rio, this represents a counter-cyclical expansion aligned with its
海外研报
2024年10月11日
GS--USA_ Core CPI Above Expectations
September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%
海外研报
2024年10月11日
2024Q2: Hardware Investment Grows, Barriers to Profitable Use Remain (Kodnani)
AI-related investment growth remains strong, particularly for semiconductorfirms, where equity markets expect revenue growth of around 50% from currentlevels by the end of 2025. Since the release of ChatGPT, equity markets have
海外研报
2024年07月04日
Interest Rates Daily--Wins & losses
Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing
海外研报
2024年10月11日
COMMERZBANK--CPI relief?
Fed: FOMC minutes show that "almost all" officials agreed that upside risks toinflation had diminished and a "substantial majority" supported the 50bp cut, while
海外研报
2024年10月11日
Strategy Trade
RationaleOur short GBP/JPY has traded above our dynamic trailing stop at 185.80. As such, we take profit on the original trade (opened at 199.50 on 24 July) with a gain of 6.9%. We still
海外研报
2024年08月07日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月18日
GS--AI – Strategist Deep Dive
With technology being the driving force of equity returns since the end of the GFC,investors have more recently questioned concentration risk and whether AI is a
海外研报
2024年09月09日
