海外研报
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Weekly HF Highlights:Am and China, Continue to Buy Japan; Performance Strong as HFs s
Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro
海外研报
2024年10月25日
Deutsche Bank Research - 3Q Preview: Numbers Risk Overstated, Buy The Potential Dip
At this point, we believe that the concerns around Amazon guiding 4Q OI below
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2024年10月25日
GS--: Manufacturing Output Expectations Improve in the US, Decline Elsewhere (Dong)
The DM composite flash PMI fell by -0.3pt in October to 51.8; the o
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2024年10月25日
GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)
Markets have priced a significant upgrade to China growth in recent weeks after n
海外研报
2024年10月25日
Commodity_Tracker_unclear_road_ahead
Oil prices are volatile due to intensifying geopolitical tensions in the Middle East. Global oil supply remains stable, but the
海外研报
2024年10月25日
Commercial Real Estate Chartbook--Commercial Real Estate Chartbook
The commercial real estate (CRE) space has increasingly been the
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2024年10月25日
Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024
CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.
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2024年10月25日
Citi Equities_ Mean Reversion + Micro EPS Onslaught
Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated
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2024年10月25日
UBS--Chinese government bonds002
Chinese government bonds (CGBs) have sold off recently, led by the long
海外研报
2024年10月25日
BTC post election playbook
Bitcoin prices have been driven higher in recent weeks, along with other popular Trump trades.
海外研报
2024年10月25日
