海外研报
筛选
US Week Ahead_ September 9 – September 15
The key economic data releases this week are the CPI report on Wednesday and theUniversity of Michigan report on Friday. Fed officials are not expected to comment
海外研报
2024年09月10日
BNPP_GLOBAL OUTLOOK Q4 2024 CUTTING IT FINE
Central bank easing in the US and across most developed markets will helpstabilise growth in what we would continue to characterise as a soft landing.
海外研报
2024年09月10日
US Autos & Industrial Tech_ 2024 Communacopia + Technology conference preview
We will host fireside chats and/or small group meetings with 12 companies (RIVN, F,TSLA, APTV, MBLY, AUR, SYM, CHPT, ST, KEYS, FLEX and VRT) at the Goldman
海外研报
2024年09月10日
Barclays_Barclays Equity Factor Insights_ September
We maintain Positive view on Growth and Negative view onValue across both regions, despite the recent weakness in US
海外研报
2024年09月10日
UBS - Rebecca Cheong - I am turning tactically bearish next 2 months (at least -10%) – IWM,
Over the last two weeks, market internal has deteriorated to be the worst YTD. Current condition is also the most vulnerable in 6 years – which means any small
海外研报
2024年09月10日
Barclays - Global Rates Weekly_ Decision time
In the US, strength in income and underlying activity suggeststhat neutral is higher than currently priced in. We recommend
海外研报
2024年09月10日
Curvature Securities, LLC September 3, 2024
The SEC dropped a bomb on the market back in 2022. They proposed mandating central clearing in the U.S. Treasury market. The goal was to make the market more secure during times of stress. All
海外研报
2024年09月10日
GD--NERVOUS BULLS
September’s risk relapse is a reminder that the summer turbulence has impaired market sentiment. ▪ Slowdowns do not necessarily portend recessions, nor are stock market corrections necessarily the harbinger
海外研报
2024年09月10日
GS--Taiwan: August Exports—Sustained Strength on Tech and US Demand
Taiwan’s exports rose 8.4% mom sa in August, rebounding sharply from acontraction of 1.7% the previous month. The outcome was well above expectations.
海外研报
2024年09月10日
GD--NAVIGATING THE US SOFT PATCH
A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign
海外研报
2024年09月10日
