海外研报
筛选
Curb Your Enthusiasm
At $6.56 trillion, assets under management (AUM) in US money market funds(MMFs) hit another record high last week. Inflows to MMFs have continued even asmarket pricing of policy easing has moved higher -today, the market-
海外研报
2024年07月22日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.
海外研报
2024年07月22日
The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk, the US presidential election on
海外研报
2024年07月22日
Likely to Sell 30% of CrownRock to Ecopetrol
In an 8-K filing today, OXY disclosed that it is in discussions with Ecopetrol to sell 30% ofCrownRock for $3.6 billion. This equates to 30% of OXY's acquisition consideration for
海外研报
2024年07月22日
Weekend Cross-Asset Dislocations (20-Jul-2024)
remains lower than we would expect in the context of the economic environmentand options prices show that investors are not overly concerned about a
海外研报
2024年07月22日
Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
海外研报
2024年07月22日
Friday Finish – US Economics
Look through the jump in jobless claims as the fallout from Hurricane Beryl and annual auto retooling.
海外研报
2024年07月22日
Global Macro Commentary
Global cyber outage creates broad-based disruption; USTscheapen absent major economic catalysts; CAD weakensintraday following soft retail sales; JGB curve twist flattens aftersoft CPl;
海外研报
2024年07月22日
