海外研报
筛选
GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism
The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot
海外研报
2024年10月11日
Weekly commentary
Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.
海外研报
2024年07月04日
Exposure to Big Tech impacted 1H results
Our US Regime Indicator (based on a three month moving average of the underlying raw indicator) continued to improve in June, but the underlying raw time series declined for a
海外研报
2024年07月18日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月23日
BofA Equity Vol Insights - Nervous Vol Still Underprices Election Week
Stressed vol still underprices rare election + FOMC weekUS equity vol has become notably stressed in recent days with geopolitical risks rising and the US election approaching. The VIX trades at a 14-point premium to S&P realized
海外研报
2024年10月11日
