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Quick RIC - Between a stock and a hard place
The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报
2024年09月22日
Central_Bank_Weekly__20th_September_2024
RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45 economists surveyed by Reuters unanimously
海外研报
2024年09月22日
BofA_US Economic Weekly Softer growth and a more dovish Fed_20240920
Weekly viewpoint: A bumpier landingWe have tweaked our economic forecasts. In response to softer-than-expected labor
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2024年09月22日
precision-insights-em-august-2024
We outline our latest views on emerging market (EM) single countries, updated regularly to reflect the latest macro and .
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2024年09月22日
precision-insights-credit-sep-24
With most developed market (DM) central banks having kicked off their rate cutting cycles, high yield
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2024年09月22日
PreciousMetalsTradingDeskView_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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2024年09月22日
Remain LT bullish on Private Credit & less concerned with credit within our coverage
Remain bullish on private credit – long and short-termAs we prepare for lower interest rates, we have monitored an increase in investor inbound
海外研报
2024年09月22日
GS--KOSPI continued to gain by 1% despite semi sector volatility
KOSPI continued to gain by 1% despite semi sectorvolatility. The Pharmaceutical, Steel and Shipbuilding
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2024年09月22日
JPM_Thursday FAQs ... Wireless, Shorts, ABNB, CRM, Flows, Rebal Day, JPM EOF_20240919
Wireless: AT&'T -2% getting a lot of atiention... risk on rotation plus rates a touch higher today and T the most crowded is1.
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2024年09月22日
GS--Revisiting unrealized RE gains
TOPIX: 2,642.35 (2.8%) / NK225: 37,723.91 (3.1%)n Top sectors: Marine Transport, Non-Ferrous Metals
海外研报
2024年09月22日
