海外研报
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SocGen - On Our Minds - LDP presidential election and future economic policy
The LDP presidential election is to be held on 27 September. A record nine people have announced their candidacy. As Diet members’ votes are expected to be dispersed among
海外研报
2024年09月16日
SocGen - On Our Minds - ECB staff still on holidays. Bigger downward revisions likely ahead
Given the recent market volatility and re-pricing of rate cuts since the July meeting, today’s ECB press conference was surprisingly uneventful. A second cut was delivered as
海外研报
2024年09月16日
GS--ADT Inc. (ADT): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: ADT has streamlined the business over the past year to focus onresidential security monitoring with the divestiture of its commercial business and
海外研报
2024年09月14日
GS--AI – Strategist Deep Dive
With technology being the driving force of equity returns since the end of the GFC,investors have more recently questioned concentration risk and whether AI is a
海外研报
2024年09月09日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月18日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
Strategy Trade
RationaleOur short GBP/JPY has traded above our dynamic trailing stop at 185.80. As such, we take profit on the original trade (opened at 199.50 on 24 July) with a gain of 6.9%. We still
海外研报
2024年08月07日
