海外研报

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

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

GS Equity Radar

European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US

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

Embracing Demographic Transition

Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary

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

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.

BofA What Seasonality

S&P 500 defies gravity in the seasonally weakest monthThe S&P 500 gained 2.1% on a total return basis, the best September since 2013 and