海外研报
筛选
The economic consequences of a second Trump presidency for emerging markets
Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
海外研报
2024年07月18日
DB CoTD: Into the top 10...
*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报
2024年07月18日
Big sales of Financials stocks as earnings season kicks off
Single stock-driven outflows: Last week, during which the S&P 500 was +0.9%, BofA Securities clients were net sellers of US equities (-$3.3B) after the previous
海外研报
2024年07月18日
Embracing Demographic Transition
Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary
海外研报
2024年07月18日
Week 1: 3% beat in early days
Big Banks delivered on 1Q results, all beating on EPS but not enough to lift stocks higher. Net interest income was guided flat to down, but trading and investment banking
海外研报
2024年07月18日
Rates Strategy Weekly "Hints gleaned from Bond Market Group meetings"
(1) Hints gleaned from Bond Market Group meetingsThe BOJ held a round of Bond Market Group meetings on 9–10 July. Reference materials
海外研报
2024年07月18日
USA: GS Economic Indicators Update
Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
海外研报
2024年07月18日
Grab Holdings Ltd
A r.. Grab Holdings (GRAB) is the Southeast Asian market leaderin delivery and mobility services. It also offers digital financial services (fintech) and has partnered
海外研报
2024年07月18日
Preview: have your hike and eat it too
We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
海外研报
2024年07月18日
As they extend & pretend, we defend
The RIC OutlookUS households have a record $18.3tn in cash, +40% since ‘19. Cash is already a drag net of taxes, inflation, and Fed cuts. Where’s an asset allocator to go? We favor credit for the
海外研报
2024年07月18日
