海外研报
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Global Economics Wrap-Up: August 23, 2024
August flash PMIs show strength in services but continued weakness inmanufacturing:
海外研报
2024年08月24日
Global Credit Trader There and back again
While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.
海外研报
2024年08月24日
Permanent Portfolios, Policies And Asset Returns
“You were given the choice between war and dishonor. You chose dishonor, and you will have war.”
海外研报
2024年08月24日
Confirmation Bias In Action
Sometimes financial markets seem almost willfully perverse. During Wednesday’s trading, the price of the front-month WTI crude oil future fell
海外研报
2024年08月24日
All to play for in final leg of US presidential election
FX View: This week the US dollar (DXY) has fallen a further 1.0% as markets position with increased confidence for the start of the Fed easing cycle in
海外研报
2024年08月24日
FX Daily Snapshot Europe Weekly Focus
The flash PMIs for August did little to ease concerns about a slowing euro area economy. A temporary boost to French services from the Olympics
海外研报
2024年08月24日
End of Week Market Intelligence: ready...
US stocks are trading higher Friday and on pace for a ~1% gain for the week (for theS&P 500 as of Friday at 1:30 PM) as investors have been reacting to a slew of
海外研报
2024年08月24日
Moderate buying in the region this week
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$0.9bn) this
海外研报
2024年08月24日
Oh what a difference the margin makes
Workday delivered broadly in-line F2Q results and F3Q/FY25 guidance which were overshadowed by updated mid-term targets, slightly lowering Subscription
海外研报
2024年08月24日
2Q24 US Internet Earnings Wrap
Digital Advertising: Broadly speaking, 2Q earnings (and 3Q guidance) were mixed. Mega cap saw better performance, with smaller (perhaps more brand-oriented)
海外研报
2024年08月24日
