海外研报

When Things Kinda Make Sense

I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,

JPM_US Market Intell Afternoon Briefing_20241021

SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to £1.0015,

USD_ Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

US Week Ahead_ October 21 - October 27

08:55 AM Dallas Fed President Logan (FOMC non-voter) speaks

HSBC_FX Tactician-20241018

The USD continues to be dominated by the outlook for relative interest rates,

GS--Global Rates Notes: 4Q24 Treasury Refunding Preview

Our projected deficit path suggests modest downside risks to Treasury’s n

Trailing stop for short EUR_USD

Important: Please note that in the United States, this fixed income research report is considered