海外研报
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GS--Global FX Trader Check Your Speed01
USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with
海外研报
2024年09月10日
FF--Everything as it should b
Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
海外研报
2024年09月10日
GS--Inflection in volumes on the horizon; eyes on the German market over H2
German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
海外研报
2024年09月10日
DU--CitiFX Wire - DeskTalk
USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but
海外研报
2024年09月10日
CT--Global Economics Global Indicators August Chartbook: The World in Pictures
CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
海外研报
2024年09月10日
GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results
Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
海外研报
2024年09月10日
US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut
US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds
海外研报
2024年09月10日
GS--China Consumer Staples: Expert call takeaways
On Sept 3, we hosted a virtual conference with a large-scale Spirits and F&Bdistributor located in Hunan province. Key highlights include: 1) Spirits: The
海外研报
2024年09月10日
US_Inflation_Monthly_August_CPI_preview
We expect core Consumer Price Index (CPI) inflation to have risen 0.21% m/m and headline CPI inflation to rise by 0.13% in August. In year-on-year terms,
海外研报
2024年09月10日
CR--Market comments
Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报
2024年09月10日
