海外研报
筛选
Our Global Views on AI
As market volatility has increased, we take a step back to aggregate the views on the AI theme and crucially the Enabler
海外研报
2024年09月02日
Happy "Labor" Day
The sharp correction in stocks in July/early August was due to several factors, with the most important one being softer-than-expected economic growth data that
海外研报
2024年09月02日
Back to Congress
Brazil's 2025 budget heading to Congress; the 2Q24 GDP report also in the spotlight. Banxico stresses growth concerns (Chart of
海外研报
2024年09月02日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年09月02日
US Week Ahead: September 2 - September 8
The key economic data releases this week are the ISM manufacturing index onTuesday, the JOLTS job openings report on Wednesday, and the employment report
海外研报
2024年09月02日
China’s demographic challenges
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
海外研报
2024年09月03日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.3% today. Korea and Singapore markets outperformed,while Thailand and China markets underperformed. Within MXAPJ sectors,
海外研报
2024年09月03日
Global Portfolio Manager's Digest So Long, Summer
We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing
海外研报
2024年09月03日
Payrolls regain their crown as most important data release for stocks
Econ: The economy remains on robust footingThe second print of 2Q US GDP growth surprised to the upside at a robust 3.0% q/q
海外研报
2024年09月03日
Banks & foreign investors buy while CTA demand peaking
Buying aboundsRecent weeks have seen buying flow from CTAs, investment funds, asset managers, banks, and even foreign investors. The bid for duration appears to be quite strong. While
海外研报
2024年09月03日
