海外研报
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Asia_Portfolio_Flows_Emerging_Markets_Asia_August_2024
Despite the yen carry trade unwind at the start of August which triggered a sell-off in risk assets, the month ended with a modest foreign equity
海外研报
2024年09月13日
artificial-intelligence-what-does-it-mean-for-real-estate
Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and
海外研报
2024年09月13日
A funny thing happened on the way to the....
CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged
海外研报
2024年09月13日
GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.
海外研报
2024年09月13日
FX Fair Value Update
The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the
海外研报
2024年09月13日
Where are the opportunities in private credit? UBS House View Briefcase
Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,
海外研报
2024年09月13日
GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways
Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology
海外研报
2024年09月13日
Global Economic Outlook Cycle? What cycle?
The great disconnect – Markets vs economistsOkay, let’s talk labour markets
海外研报
2024年09月13日
Commodity Special
As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment
海外研报
2024年09月13日
USD Rates Chart Pack
Relative value models and analysis◼ This weekly publication updates US rates relative value models and
海外研报
2024年09月13日
