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Liquid Insight Jackson Hole FAQ: ’24 update
Jackson Hole soon to be the market's focus. We answer FAQs on logistics & market expectations
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2024年08月16日
The Hitchhiker’s Guide to the Investment Universe
Wall Street Life, the Universe, and EverythingOur latest edition of the Hitchhiker’s Guide provides an overview of the size and
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2024年08月16日
Slash and Burn
Macro jitters and vol spike clear out an "overgrown"' equity rally. After a summer rallyfueled mostly by multiple expansion, recession fears are back and motivated LOs to cutequity exposure to 2021 lows. At the same time, Treasury futures positions
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2024年08月16日
Asia Open - US core CPI endorses 50bp cut Sept
UST curves bull-flattened after the favorable US core CPI, prefaced by optimistic UK and Sweden core inflation figures. SPX futures
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2024年08月16日
WHAT COULD MOVE THE MARKET IN H2/24
Brazilian assets are finally showing more convincing signs of recovery. Following the sharp selloff during the first half of the year, the Brazilian market appears to have turned a corner, with
海外研报
2024年08月16日
TEN QUESTIONS ABOUT A 'FISCAL CRISIS'
It would be a wild exaggeration to say DM fiscal risks are always a pressing concern for global investors. But these days, questions about the “fiscal trajectory” (to use the economist’s
海外研报
2024年08月16日
