海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Global Hedge Fund Industry Monthly Update

Green, with a dash of red: Most HF strategies generated positive returns for June.1 Quant Equity was the best performing strategy at 2.6%, followed by Discretionary Macro at 0.8%, then Multi-Strategy at 0.8%.
海外研报

Consumption and income growth slowed; consumer confidence deteriorated

n Spending: Chinese household consumption growth measured in year-over-yearterms slowed notably to 5.0% yoy in Q2 2024 from 8.3% yoy in Q1. On a
海外研报

IS TRUMP UNSTOPPABLE?

With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?
海外研报

DB CoTD: Into the top 10...

*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报

Big sales of Financials stocks as earnings season kicks off

Single stock-driven outflows: Last week, during which the S&P 500 was +0.9%, BofA Securities clients were net sellers of US equities (-$3.3B) after the previous
海外研报

Embracing Demographic Transition

Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary
海外研报

Rates Strategy Weekly "Hints gleaned from Bond Market Group meetings"

(1) Hints gleaned from Bond Market Group meetingsThe BOJ held a round of Bond Market Group meetings on 9–10 July. Reference materials
海外研报

USA: GS Economic Indicators Update

Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
海外研报

Grab Holdings Ltd

A r.. Grab Holdings (GRAB) is the Southeast Asian market leaderin delivery and mobility services. It also offers digital financial services (fintech) and has partnered
海外研报

Preview: have your hike and eat it too

We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
海外研报