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Barclays_This is it (or maybe not)_20240906
The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
海外研报
2024年09月09日
BNP Paribas Global Macro CTA Tracker
Our Global Macro CTA Tracker aims to provide an insight into the average CTAtrend-following strategy, by simulating a cross-asset portfolio strategy that
海外研报
2024年09月09日
BofA The Flow Show - Fifty Trades of Decay
4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.The Biggest Picture: the “rich” e.g. Ferrari at all-time high vs the “poor” e.g. Dollar
海外研报
2024年09月09日
DB--Checks indicate AI monetization
Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also
海外研报
2024年09月09日
BD--ECB Preview: If it ain’t broke
On 12 September we expect the ECB to cut rates 25bp to 3.50%. This confirms that June was not a one-off insurance cut and the ECB is in the
海外研报
2024年09月09日
DB--Expecting a Seasonally Calm F1Q with Gusts of OCI
Consistent with typical seasonality, F1Q looks to have been a relatively quiet quarter and the focus going into results next Monday will again be on the pace of new OCI
海外研报
2024年09月09日
DB--Owning Better than Renting, a Logical Adjacency
Salesforce announced a deal to acquire the Own Company, a provider of data protection and data management solutions for $1.9bn in cash, net of Salesforce's
海外研报
2024年09月09日
GS--EM Weekly Fund Flows Monitor
Foreign (FII) flows / positioningn EM Asian ex-China region saw strong selling (-US$4bn)
海外研报
2024年09月09日
GS--MSCI EM fell 2% wow; Global cyclicals lagged
Performance: MSCI EM index fell 2% w/w (along withother regions down 2-4%). Tech-heavy global cyclicals
海外研报
2024年09月09日
MM--FX Daily Snapshot Europe Weekly Focus
The macro backdrop makes it a simple enough decision for the ECB to go ahead with another rate cut at next week’s meeting. Policymakers are likely
海外研报
2024年09月09日
