海外研报
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Albert Edwards - These are the most extraordinary of times
The US consumer has surprised on the upside recently. But these gains have been
海外研报
2024年10月17日
USD climbing up the positioning ranks once again
At present, the G10 FX PIX 2.0 signals that the AUD is overbought as well
海外研报
2024年10月17日
GS-- Boosting September Core PCE Estimate to 25bp
BOTTOM LINE: Import prices declined 0.4% in September, slightly below
海外研报
2024年10月17日
GS--Investor feedback following NatWest and Lloyds initiations
On October 4, we outlined our thesis that the UK banks are at a key turning point,
海外研报
2024年10月17日
The French budget for 2025_ ambitiously unrealistic
France faces its biggest public deficit issue for decades, with its deficit
海外研报
2024年10月17日
GS--Thailand: BoT Surprises with a 25bp Cut at October meeting
The Bank of Thailand (BoT) MPC committee voted 5 to 2 to cut the policy rate by n
海外研报
2024年10月17日
tactical-flow-en-emea-pc-brochure
Flows into UCITS ETPs remained positive last week, with $2.5B of net buying, adding to the $6.6B of inflows from the
海外研报
2024年10月17日
SocGen_On Our Minds US elections approaching and race tightens_20241014
The US elections are scheduled to take place on November 5. The most recent polls
海外研报
2024年10月17日
SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o
◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and
海外研报
2024年10月17日
september-2024-preliminary-hedge-fund-performance-report
Hedge funds were up on average 1.08% in September underperforming the MSCI World which was up 1.87%.
海外研报
2024年10月17日
