海外研报
筛选
Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?
Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
海外研报
2024年10月11日
GD--COMMODITIES: IS THE AUTUMN RALLY ‘REAL’?
Shifting macro currents have lifted the mood for commodities, removing the excess pessimism that built over the summer and reviving hopes for a pickup in global demand.
海外研报
2024年10月11日
GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season
One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day
海外研报
2024年10月11日
September cut on the table helps drive down yields
The FOMC left the door ajar for a possible September rate cut, while avoiding any firm commitments. The tone of the statement as well as Chair Jerome Powell’s
海外研报
2024年08月02日
BofA_US Watch An A+ jobs report_20241004
Strength across the board, only 25bp warranted in November
海外研报
2024年10月08日
