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Liquidity strategy: Maintain your lifestyle
The Liquidity. Longevity. Legacy. framework helpsinvestors plan and optimally invest their wealth so
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2024年08月29日
Our monthly insights into private markets – July/August 2024
Commercial real estate markets are in a funny kind of limbo. During the first quarter, the number of deals under offer that failed to close spiked in Europe and
海外研报
2024年08月29日
Israel: BoI on Hold, As Expected
Bottom Line: The Bank of Israel left its policy rate on hold at +4.50%, in line withour forecast and consensus expectations. In the accompanying press statement, the
海外研报
2024年08月29日
Delta One Flows & Positioning
Futures Flows: Last week we saw large net inflows (>1.5z) into 3M SONIA, Aluminum, and Bitcoin futures, and large net outflows (
海外研报
2024年08月29日
NVDA Bars, DELL, GTLB, S, SMCI, Hon Hai
Sentiment: Even before last month’s Blackwell panic, investors I speak with were already looking to diversify their AI holdings a bit; but still nobody seemed keen to bet against the name, on a view that the remain extremely
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2024年08月29日
US MARKET INTELLIGENCE:MORNING BRIEFING
US: Futs are flat into NVDA earnings this afternoon; NVDA is +31bps pre-mkt with the balanceof Mag7 performing similarly and Semis are also bid. Bond yields are lower in the front-endwith 10Y unchanged. USD is looking to reverse yesterday's gains as
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2024年08月29日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwinds nfrom real household income growth, a gradual recovery in manufacturing activity,
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2024年08月29日
Softer 2024-25 Growth Outlook; Negative Output Gap; Low FX Pass-Through; Marginally Higher r
Bottom-Line: The 2Q24 Inflation Report (2Q-QIR) is consistent with the policysignals conveyed at the Aug 8 MPC meeting and minutes. The MPC became less
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2024年08月29日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
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2024年08月29日
Global FX Positioning: Short DXY Positions Stretched. Broad USD Positioning Short - Not Stretched
In the week ending Friday, August 23, options pricing data indicate investors added long NZD and GBP positions and increased short USD (DXY) positions. In futures,
海外研报
2024年08月29日
