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poast Hoc Ergo Propter Hoc
Stocks struggled for direction yesterday as markets looked ahead to a packed data calendar for the rest of the week. The S&P500 closed flat, the NASDAQ rose 0.21% and the EuroStoxx 50
海外研报
2024年08月14日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
What a week – not only in markets but also in sports. With the Summer Olympics set to conclude on Sunday, it’s been nothing short of
海外研报
2024年08月14日
What Determines Cross-Country Differences in r*? (Daly)
The neutral real rate (r*) – the equilibrium real policy rate that is neitherstimulatory nor contractionary, consistent with output at potential and stable
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2024年08月14日
Gaze Into the Data Long Enough...
Friday saw equities continue their recovery from steep selloffs early last week and the preceding Friday. The S&P500 and the NASDAQ both rose by around half a percentage point and the
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2024年08月14日
Oil Tracker: Positioning: Only Up From Here
The Brent crude price rebounded by 6% from a week ago as broader macro marketscontinued to recover, as solid US activity data shifted energy investors’ focus from
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2024年08月14日
The Yen Carry Trade—A Roadblock to BoJ Hikes, Not Fed Cuts (Fishman/Kanter)
The recent sharp appreciation of the Yen coinciding with a spike in cross-assetvolatility has heightened the focus on the “Yen carry trade” and the broader
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2024年08月14日
Don’t throw away a nest egg!
As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to
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2024年08月14日
UBS House View Monthly Extended August 2024 - intra-month update
The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as
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2024年08月14日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
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2024年08月12日
Navigating 2025 AI cloud investment
The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
海外研报
2024年08月12日
