海外研报
筛选
NVDA Thermal Issues?
I got a lot of incoming questions yesterday on a sell-side competitor’s reports of thermal issues impacting NVDA GB200 Bianca board (1 CPU + 2 GPU) mass production. Albert Hung sees no impact so far in the Asia foodchain
海外研报
2024年07月17日
LESSONS FROM THE '68 AND '80 PRESIDENTIAL CAMPAIGNS ARE STILL APPLICABLE
Choices made and not made in 1968 and 1980, by the Democrats and Republican candidates,are important lessons in assessing the way forward for this election. The attempted
海外研报
2024年07月17日
Taking shelter from inflation
Weekly Viewpoint: Taking shelter from inflationA downside surprise to June CPI inflation, driven by softer shelter, should increase the Fed’s confidence that inflation is converging to target. That said, rate cuts are not just
海外研报
2024年07月16日
Global Economics Weekly
Slowing US inflation now makes Fed cuts in both Septemberand December likely. Inflation dynamics are less clear in the UK
海外研报
2024年07月16日
Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
DeskTalk - Macro whispers of Trump 2.0 trades
US Treasuries are opening lower after a holiday in Tokyo. 2s10s curve is bull steepening though the move is likelyto be contained ahead of Fed Chair Powell's interview today. That said, our rates strategists think momentum, weak
海外研报
2024年07月16日
Trump shooting, China Q2 GDP to sway market mood
Market HighlightsThe US dollar fell 1.7% this month, respecting seasonality pattern, which has been reinforced by more dovish market expectations for Fed rate cuts. Markets are now
海外研报
2024年07月16日
JUNE 2024 PRELIMINARY HEDGE FUND PERFORMANCE UPDATE
▪ Hedge funds were up on average 0.46% in June underperforming the MSCI World which was up 2.07%.▪ YTD hedge funds are up 5.81%, underperforming MSCI world which is up 12.04%.
海外研报
2024年07月16日
Forecast update: Softer macro data call for caution
Growth in the US has moderated further in recent weeks. After a 1.4% annualised rate in Q1, the Atlanta Fed GDP tracker indicates the economy expanded by an annualised 1.5%
海外研报
2024年07月16日
Yen has room to rally further if CTAs are stopped out
Could CTAs provide the next push lower for USDJPY?In the moments after Thursday’s US CPI print was released, USDJPY declined more than 2% on suspected FX intervention from Japan’s Ministry of Finance. Heading into this
海外研报
2024年07月16日
