海外研报
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Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
Emerging Market Trade Idea--Sell CNH/IDR
The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its
海外研报
2024年10月11日
FX --View Foreigners are piling into US assets again
Unravelling the yen carry trade and the start of Fed easing ought to deliver a weaker dollar and less unbalanced globaleconomy, but investors are already buying the dip!
海外研报
2024年10月11日
GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season
One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day
海外研报
2024年10月11日
