海外研报

GS--Trackers 101 - One of the more underappreciated

A solar tracker is a device which a solar panel is mounted on that moves the solarpanel to follow the sun’s path across the sky. This allows for more sunlight to be

The Final Phase of the Disinflation Process With Positive Ef

Is high inflation good for a currency, or low inflation? Those who trade currencies day

September_RBA_Board_meeting_and_SMP

The RBA Board left the cash rate unchanged (as was widely expected) and retained a hawkish tone to the post-meeting statement, with data since the

GS--Discussing key debates and updating our trackers ahead of F1Q results

Ahead of NKE’s F1Q result scheduled for October 1st, we discuss

MS_Charts That Caught My Eye_20240924

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

JPM_Japan - BoJ on Track_20240920

The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with

JPM_Cryptocurrency Markets_20240924

10 31001 10n03U.S. Spot Ether ETP Flows

JPM_Commodity Market Positiong & Flows_20240924

The estimated value of open interest across global commodity marketsjumped by 2% WOW to $1.37 billion, led by price driven gains acrossenergymarkets alongsidecontractinflows across precious metals and agrimarkets (as of 20 Sep, Table 1,

GS China Economics Outlook_ September 2024 [Presentation]

Current state of the economy:

GS--Global Markets Daily: The UST Buyer Mix around the First Cut (Pereira)

nmoney funds. Levered demand (proxied by the “households” flow of funds