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Permanent Portfolios, Policies And Asset Returns
“You were given the choice between war and dishonor. You chose dishonor, and you will have war.”
海外研报
2024年08月24日
Global Credit Trader There and back again
While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.
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2024年08月24日
Global Economics Wrap-Up: August 23, 2024
August flash PMIs show strength in services but continued weakness inmanufacturing:
海外研报
2024年08月24日
Global Rates Trader Pivot in Place
A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing
海外研报
2024年08月24日
GS TWIG Notes: This Week in Global Research - August 23, 2024
Jan Hatzius lowers the probability that the US will enter a recession in the next12 months to 20% from 25% in last weekend’s note, “Renewed Progress on
海外研报
2024年08月24日
Limited impact from roadmap delays, but less pricing power upside in FY26
Roadmap changes and production delays to next-gen GB200 chips unlikely to significantly affect 2H24 or FY26 outlook
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2024年08月24日
The Flying DutchmanIndia: What can go wrong?
What can go wrong? The FTSE India has rallied for 13 out of the past 15 years. More than USD100bn has gone into the market in the last four years just from
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2024年08月24日
We fine-tuned our EPS growth estimates post 2Q results; FIIs turned net buyers this week
Performance: NIFTY closed 1% higher w/w. Metals led(+3%), while Real Estate lagged (-3%).
海外研报
2024年08月24日
Currency and gold watch
Still on holiday, GREED & fear senses that the excitement generated by the yen carry trade unwind has all but
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2024年08月24日
Earnings Season Monitor – 2Q24 Final Take
With 97% of companies having reported, we publish our final take. A net 16% of companies have beat on EPS, while on a
海外研报
2024年08月24日
