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GD--ARE BONDS DONE ALREADY?

We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s
海外研报

BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01

1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
海外研报

BARCLAYS--US Credit Alpha Tone shif

This week, we highlight the influence systematic investing hashad on debt-equity relationships, forecast fund flows for
海外研报

MS--Global Macro Strategist Super Size Me

August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor
海外研报

GS--Addressing FAQs on a potential merger between UniCredit and Commerzbank

On 11 September, UniCredit announced that it has acquired a c.9% stake inCommerzbank and will submit regulatory filings for authorisation potentially to
海外研报

Citi_The Global Point Wednesday, 11 September 2024

China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta
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GS--China+ Conference 2024: AI panel: From Infrastructure to Application;

We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech
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Capital Markets Strategy

"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"
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BofA_Liquid Insight AUD and iron ore_20240910

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报

BofA_Liquid Insight AUD and iron ore

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报