更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 2 January 2025 | | shuinu9870 | | shuinu9870 | | shuinu9870 | | --- | --- | --- | --- | --- | --- | | 更多一 | 手调研纪要和研报数据加V： 更多一 | 手调研纪要和研报数据加V： | 更多一 | 手调研纪要和研报数据加V： | | | | 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 | | 2 January 2025 | | | | FX Market | | Currencies Global | | | | | December | 2024 shuinu9870 | | shuinu9870 | | shuinu9870 | | Main Events | 手调研纪要和研报数据加V： ◆ Fed cuts by 25bp to 4.25-4.50%; median "dot plot" projections | Paul Mackel | | | | | | | Global Head of FX Research 手调研纪要 ...

Cumulative bond fund flows Figure 14: Cumulative AsiaXJ hard currency bond fund flow USD billion -10 0 10 20 30 40 50 Dec-06Nov-07Oct-08Sep-09Aug-10Jul-11Jun-12May-13Apr-14Mar-15Feb-16Jan-17Dec-17Nov-18Oct-19Sep-20Aug-21Jul-22Jun-23May-24 Sovereign Corporate Mixed High-Frequency Trends: EM Retail Equity Fund Flows | --- | --- | --- | --- | --- | --- | |---------------|---------|---------|-------|--------|---------| | USD million | This wk | Last wk | Chg | 4w avg | 12w avg | | EM Equity | -996 | -4,624 | ▲ ...

US Machinery • DE. In both FY23 and FY24, less than 5% of U.S. sales were manufactured in Mexico. DE relies heavily on its skilled U.S. workforce to design and build advanced equipment, with more than 75% of its products sold in the U.S. being assembled domestically. The Agriculture and Turf division is a net exporter, which positions the company well to handle potential changes in trade policies. • CNH. It manufactures large equipment in the U.S., with planters made in Canada, and does not produce small an ...

ellinor-cederstroem.palliotto@ubs.com +44-20-7567 1823 Global Oil and Gas Global Oil & Gas Valuation Sheets 23 December 2024 josh.silverstein@ubs.com steven.fisher@ubs.com manav.gupta@ubs.com | --- | --- | |--------------------------------------------------|-------| | | | | Global Oil & Gas Equity Specialist Sales | | | Global Oil & Gas Equity Specialist Sales Trading | | Definitions | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

M Update Source: Bloomberg, Morgan Stanley Research estimates based on price and duration from December 23, 2024 Germany should have the largest extension this month (0.069y) compared to other countries, close to its average December extension of 0.072y. The higher extension is mainly caused by BKO 3.1% Dec-2025 (market value €19.2 billion, weight 1.3%) falling out of the index. 1-5y index will extend by 0.047y. Exhibit 7: December euro extensions by sovereign Morgan Stanley Research 3 United States UK UKT ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 US: Trend in Empire still OK despite December drop The December Empire State manufacturing survey declined from its spike in November, with the headline general business activity component decreasing from 31.2 to 0.2. Additionally, the ISM-weighted composite fell from 56.6 to 51.3. The survey had seen an unexpected surge in November, and there had been large increases in the current shipments and orders components. However, today's reading indicated a significant 20+ point drop ...

. DJIA 43717.48 g 110.58 0.25% NASDAQ 20173.89 À 1.2% STOXX 600 515.83 g 0.1% 10-YR. TREAS. yield 4.397% OIL $70.71 g $0.58 GOLD $2,651.40 g $4.60 EURO $1.0514 YEN 154.15 s 2024 Dow Jones & Company, Inc. All Rights Reserved ***** TUESDAY, DECEMBER 17, 2024 ~ VOL. CCLXXXIV NO. 143 WSJ.com HHHH $5.00 Germany's Chancellor Loses Confidence Vote LOW POINT: German Chancellor Olaf Scholz, center, on Monday lost a confidence vote, which he called to clear the way for FREDERIC KERN/DDP/ZUMA PRESS the dissolution of ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： Morgan Stanley December 11, 2024 08:31 PM GMT shuinu9870 shuinu9870 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 ab 12 December 2024 Global Research 更多一手调研纪要和研报数据加V：shuinu9870 | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|------------------------- ...

ab 6 December 2024 Global Research US Equity Strategy December 2024 Equity Strategy Americas Jonathan Golub Strategist jonathan.golub@ubs.com +1-212-713 8673 Patrick Palfrey Strategist patrick.palfrey@ubs.com +1-212-713 2149 Will Jackson Associate Strategist will.jackson@ubs.com +1-212-713 4550 Market Review & Outlook Nicholas Samoyedny Associate Strategist nicholas.samoyedny@ubs.com +1-212-713 2272 This report has been prepared by UBS Securities LLC. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, includin ...