|
|
|
a**********2
发帖数: 355 | 4 微信公众平台 usoptions
Today's US Research Highlights and Market Update
Market Intelligence – Morning Update
By Chris Hussey
Published 18 Mar 2014 6:43:46 am CDT
Stocks in Asia were mostly higher Tuesday as indices reacted to the
surprisingly bullish tone set in the US on the back of two potentially
troubling bits of news over the weekend: Ukraine and China FX band widening.
Japan's Nikkei saw the strongest gains as the yen devalued against the
dollar against a backdrop of relaxing tensions. But afte... 阅读全帖 |
|
a**********2
发帖数: 355 | 5 微信公众平台 USOPTIONS
附件:March FOMC Preview: All about guidances
by Goldman Sachs |
|
a**********2
发帖数: 355 | 6 微信公众平台 USOPTIONS
附件:March FOMC Preview: All about guidances
by Goldman Sachs |
|
a**********2
发帖数: 355 | 7 微信公众平台 USOPTIONS
附件:March FOMC Preview: All about guidances
by Goldman Sachs |
|
a**********2
发帖数: 355 | 8 微信公众平台 USOPTIONS
http://mp.weixin.qq.com/s?__biz=MzA4MDQzNDIyNQ==&mid=200081094&
Goldman Sachs Research
Global Markets Daily: EM FX: China slowdown risk not fully priced
Published 06:05 AM Tue Mar 18 2014
----------------------------------------------------------------------------
----
Chinese growth has slowed significantly; sequential IP growth in Jan-Feb was
near 0%.
A clear shift back towards CNY TWI appreciation may not occur until activity
recovers.
But, in our view, positioning for a wea... 阅读全帖 |
|
a**********2
发帖数: 355 | 9 微信公众平台 USOPTIONS
https://360.gs.com/research/portal/?action=action.doc&d=16792280&authtoken=
YT0wNzg1ZDk1NzcxMGQ0OWE1OWQ3ZDFhNjM3MTJiZDE4MCZhdXRoY3JlYXRlZD0xMzk1MjI4NDQ0
NDM3JmF1dGhkaWdlc3Q9YyUyRnhTY1gyRFJ4TzhkaDJNJTJGbDU3cTlSJTJGanprJTNEJmF1dGhr
ZXlpZD0yMDE0MDMxNyZhdXRocHJvdmlkZXJpZD0xJmF1dGh1c2VyPTgxN2ZiZGY4NzAyZDExZTA5
ZjYzMDAyMTVhZDI2NTQ2JmQ9MTY3OTIyODAmcG9saWN5PTImcG9saWN5PTMmdT0lM0ZhY3Rpb24l
M0RhY3Rpb24uZG9jJTI2ZCUzRDE2NzkyMjgw |
|
a**********2
发帖数: 355 | 10 微信公众平台 USOPTIONS
Americas : Market Intelligence – Morning Update
by Chris Hussey
Published March 24, 2014
Stocks in Asia were decidedly higher Monday as evidence that China policy
makers are shifting to a pro-growth mode again mounts in the wake of
continuing disappointing data. Over the weekend, the HSBC PMI survey was
released and indicated another step down in business confidence with the
dispersion index dipping to 48.1 from 48.5 in February. Yu Song highlights
in a brief note Friday, "Ch... 阅读全帖 |
|
|
a**********2
发帖数: 355 | 12 微信公众平台 USOPTIONS
Americas : Market Intelligence – Morning Update
by Chris Hussey
Published March 25, 2014
Stocks in Asia were directionless Tuesday, trading in a relative news vacuum
as investors appear to be content to coast through the end of March. In
Europe this morning, however, equities are definitively higher although you
have to squint to find a reason for the reversal of yesterday's more bearish
tone. Overall, perhaps the daily trading gyrations of individual markets
are telling us l... 阅读全帖 |
|
a**********2
发帖数: 355 | 13 需要完整报告的请加微信公众号USOPTIONS后留言索取，谢谢。 |
|
a**********2
发帖数: 355 | 14 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published March 27, 2014
Stocks in Asia were decidedly mixed Thursday with the Nikkei gaining ground
while China stocks declined on little meaningful incremental news. Stocks in
India rose again and are now up 5% ytd - one of the best performing stock
markets in the world. Investors appear to be establishing bullish positions
ahead of India's once every 5 years national elections this year - the
subject of Tushar... 阅读全帖 |
|
a**********2
发帖数: 355 | 15 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published March 28, 2014
Stocks in Asia were mixed Friday with a somewhat positive tilt as Japan and
Hong Kong saw gains while Shanghai and Taiwan ticked down a hair. Data out
of the region continues to paint a complex picture. In Japan, February
retail sales were strong (+3.6% yoy) but appears to be tied to consumers
buying items ahead of a planned sales tax hike in April since the February
real household spendi... 阅读全帖 |
|
a**********2
发帖数: 355 | 16 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published April 1, 2014
Stocks in Asia traded Tuesday with a slight positive bias as China's
official March PMI Manufacturing survey came in a touch better than expected
(50.3 vs 50.1 consensus). Japan's Nikkei index was the notable
underperformer as the country implements a 300bp higher sales tax today and
the February Monthly Labor Survey showed a disappointing 30bp decline in
wages - this despite concerted eff... 阅读全帖 |
|
a**********2
发帖数: 355 | 17 PLEASE Note - This is not research and is not intended as such. This has
been prepared by individuals on the sales/trading desks of the Securities
Division. This material does not represent a formal or official view of
Goldman Sachs as the views expressed herein are solely those of the author(s
), which may differ from those of Global Investment Research. All prices
are indicative only. All references to “we/our” refer to the observations
of the sales and trading desk.
NY ROUNDUP – Tuesday, A... 阅读全帖 |
|
a**********2
发帖数: 355 | 18 NY ROUNDUP – Wednesday, April 2, 2014
微信公众平台 USOPTIONS
COMMENTS
· Equities put in another day for the faithful and make new highs
yet again. The bourses came cruising out of the gate following consensus ADP
numbers and positive revisions as investors focused their sights on the end
-of-week employment metrics. The good spirit was almost universally felt as
all but one sector finish in the green (Utilities small -0.16%). SPX and
Nasdaq now +2.5% for the year, while DJIA is back to flat. C... 阅读全帖 |
|
a**********2
发帖数: 355 | 19 微信公众平台 USOPTIONS
Stocks in Asia were mixed Thursday as markets appear to be treading water
ahead of today's ECB meeting statement and tomorrow's US March Payrolls
report - two important events for gauging the trajectory of growth and
policy in the developed world. Stocks in Japan continue to enjoy a modest
rebound on the back of a steadily weakening yen (now ￥104.0/$). In Europe
this morning, stocks have barely budged and across asset classes we can also
see more of a desire to wait than engage ... 阅读全帖 |
|
a**********2
发帖数: 355 | 20 微信公众平台 USOPTIONS
Stocks in Asia were mixed-to-slightly down Friday as investors are looking
through the more dovish tone from the ECB Thursday afternoon and appear to
be more pre-occupied with this morning's US March Payrolls report. China - a
country where both fundamentals and stock prices have arguably de-coupled
from the rest of the world - saw perhaps the most movement overnight with
the A shares up almost 1% (see Chenjie Liu's note from earlier in the week,
"China A-share Strategy - Reboun... 阅读全帖 |
|
h*********r
发帖数: 1943 | 21 看起来应该是
USOptics的SN3 3.2-17
这是业界最好的品牌和产品之一 |
|
|
