海外研报
筛选
SocGen - Market Wrap-up - Where do we stand after the recent rally
Credit spreads improved strongly last week, with the USD IG index at its tightest
海外研报
2024年10月13日
GS--Pulp & Paper: No Change in China Pulp/Paper Sentiment for Now
As China returns from the long Golden Week holidays, buyers and sellers are slowly
海外研报
2024年10月13日
MS - Utilities - The Overlooked Value of Power_20241010
Our new AlphaWise survey suggests robust power demand and
海外研报
2024年10月13日
MS - Tesla - That’s it_ Disappointing Lack of Detail_20241011
Tesla’s highly anticipated ‘We, Robot’ event demonstrated
海外研报
2024年10月13日
JPM_US Dollar policy in a second Trump presidency_20241010
A recent Bioomberg Businessweek interview with Republicnnpresidcntial mominee Trump
海外研报
2024年10月13日
GS--outflows in Japan ETFs; HFs significantly sold China this week, after recent gains
Foreign (FII) flows / positioning
海外研报
2024年10月12日
DB--ECB Preview: Pivot point
We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker
海外研报
2024年10月12日
BofA_Global Economic Weekly Not so fast (vol II)_20241011
Last week, stronger-than-expected US payrolls led the market to once again reprice the
海外研报
2024年10月12日
BofA - Hartnett - The Flow Show To Xi, or not to Xi_20241010
Scores on the Doors: gold 26.5%, stocks 18.6%, crypto 12.1%, HY bonds 7.8%, commods
海外研报
2024年10月12日
Barclays_US CPI Inflation Monitor (September CPI) Recent strength not worrisome, yet_20241010
The September CPI report was stronger than expected, led by core and food inflation.
海外研报
2024年10月12日
