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Nomura Quant Insights
Best to keep an eye on macro hedge funds' continued bullishness on US equitiesIn the US, the S&P 500 continued its slide yesterday. It looks as though in the run-up to
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2024年09月10日
MS - AlphaWise US Consumer Pulse Survey Wave
Improved Further. Consumer confidence in the U.S. economic outlook rose again with 42% of consumers expecting the economy to get better in the
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2024年09月10日
US Weekly Kickstart_ A capped Russell 1000 Growth benchmark would flip NVDA,
High market concentration has caused some equity style and sector indices to exceed regulatory thresholds for diversification. These thresholds
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2024年09月09日
UK Weekly Kickstart_ Buy British
UK domestic stocks have rebounded strongly this week: theFTSE 250 has been the second best performing European
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2024年09月09日
UBS global wealth report 2024
People around the world are getting progressively wealthier – and that doesn’t
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2024年09月09日
UBS - The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
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2024年09月09日
GS--Taiwan equities declined 3-4% amid significant foreign selling
Performance: MSCI/All Taiwan -3.4%/-3.6% this week,underperforming MXAPJ by -1.6% (in US$), with Energy
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2024年09月09日
GS--Oil Comment: OPEC+ Extends Voluntary Cuts
The 8 OPEC+ countries agreed yesterday to extend their extra voluntaryproduction cuts for two months until the end of November, underscoring the
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2024年09月09日
MS_Modest rebound in jobs, easing coming ... probably 25bps
Payrolls rose 142k; private payrolls rebounded to+118k, but revisions for two months were notably negative. The unemployment rate fell by a rounded tenth
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2024年09月09日
MS_Immigration- Global Perspective on a Growing Macro Driver
Global Economic BriefingImmigration: Global Perspective on a Growing
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2024年09月09日
