海外研报
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USD: feeling green
The USD outlook has taken a turn for the worse of late on the back of: (1) growing market expectation that the Fed easing cycle could start as
海外研报
2024年07月23日
BIDEN RESIGNS AND HARRIS FEELS THE HEAT (OF HISTORY)
President Biden’s departure from the presidential race did not coronate his VP, Kamala Harris, as successorcandidate for president. If he had instead resigned from office, he would have cemented her candidacy and given
海外研报
2024年07月23日
US Semiconductors
CITI'S TAKEWe spent the last week meeting investors in New York/Connecticut. Interms ofinvestor sentiment -while NVDA remains the stock with the mostpositive sentiment, we believe AVGO is catchingup to NVDA. Investors werealso positive on NXPl and
海外研报
2024年07月23日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.6% today. China and Hong Kong marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月23日
Global Macro Watch Known Unknowns 21 – 26 July
Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of
海外研报
2024年07月23日
LatAm At A Glance Summer breeze
Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
海外研报
2024年07月23日
GS Economic Indicators Update: Japan Sequential Trimmed Core Inflation Accelerates to 2.1% in June
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报
2024年07月23日
Further S&P 500 downside could trigger accelerated unwinds from CTAs
CTAs could be unwinding S&P 500 and NASDAQ-100 longsOur CTA model showed trend follower longs in the NASDAQ-100 and S&P 500 at
海外研报
2024年07月23日
Equity Strategy
Q2 reporting season is heating up, Activity was broadly better for the quarter,sequentially, pointing to an improvement in earnings delivery - top chart. This,though, is to a good extent reflected in consensus estimates, where Q2 EPSprojections
海外研报
2024年07月23日
The Pulse of the Market Thoughts on Sentiment, Earnings, Rotation, and the US Election
In a NutshellThe big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March.
海外研报
2024年07月23日
