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Patience and persistence pay off for Pampa Energia
Move to OW on scale, trajectory, fundamentals & strategyPampa Energiía has been able to maintain low leverage, high liquidity while still
海外研报
2024年08月27日
High Frequency Monitor Safety net
Global equities rallied on a prospective Fed rate cutThe MSCI AC World Index rallied +1.7% last week on expectations the US Fed rate cut
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2024年08月27日
AUD mid-year update: bullish but China & positioning cap upside
AUD: rates tailwind… We continue to see the AUD gradually higher over the next few quarters (year-end ’24 forecast: 0.69/ year-end ’25: 0.72) but near-term upside is likely to be capped by the
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2024年08月27日
Basis Trade Growth Is Massive
(Bloomberg Intelligence) -- Leveraged net shorts of Treasury futures have surged to a historic $1.1trillion in notional value, accelerating 38% in the past four months. While the record short position
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2024年08月27日
Bits & pieces
UnDebtfeatable - The indications are strong that regardless of who wins the US election additional deficits and debt are coming down the pipeline – it’s out of control and can’t be
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2024年08月27日
Global Economics Weekly Key Global Data
A summary of forthcoming data releases and market-moving
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2024年08月27日
Food for Thought: Potential Catalysts to Watch
SPX forward volatility term structure illustrates how equitymarkets are keeping eyes on the Fed, jobs and inflation as a
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2024年08月27日
Asia-Pacific Inflation Monitor: Uptick in July
This publication summarizes regional and economy-specific inflation data across nthe Asia-Pacific economies we cover. The latest data points are for July 2024 in
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2024年08月27日
Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 34
Total traffic results for US Class I rails under coverage imply carload growth nat +9.4% YoY in week 34, an acceleration versus +6.9% YoY in week 33.
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2024年08月27日
Five Stocks in Focus: CCJ, CLMT, CNQ, VLO and COP
In this brief note, we highlight five stocks that are top of mind for investors as weposition for the day ahead. We highlight (1) improved sentiment on Cameco on the
海外研报
2024年08月27日
