海外研报
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SocGen - Credit Strategy Weekly - Rate cuts to the rescue
A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
海外研报
2024年09月24日
Quarterly Vantage Points September 18, 2024
Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
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2024年09月24日
PreciousMetalsTradingDeskView_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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2024年09月24日
BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is
Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or
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2024年09月24日
UBS--Opportunities in currencies and commodities
• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with
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2024年09月24日
BofA - Paul Ciana - Technical Advantage Powell for the people_20240923
US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed
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2024年09月24日
Barclays_Tesla, Inc_20240923
Decomposing 3Q24 deliveries:Healthy result to avoid negative
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2024年09月24日
Barclays_Global Macro Thoughts A borderline decision_20240923
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年09月24日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23
The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,
海外研报
2024年09月24日
GS--Recent Export Trends in Asia—Moderation Continues
Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained
海外研报
2024年09月24日