ResearchPool
@ResearchPool
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Our vision is to create the new generation technology and infrastructure that empowers the financial ecosystem to unlock efficiency and performance.
Paris, France
Joined March 2015
Rethinking recovery value in €HY: Total return : flat over the past month, with $BBs underperforming mostly on the back of higher USD rates. Primary market : Quiet in August for €HY but active in $ with more than $10bn deals being priced, 2 third of…
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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 26 JULIO AL 31 AGOSTO 2023 (ANÁLISIS BANCO SABADELL): Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa BNP, Pernod Ricard, Safran, SAP y Vinci Sin cambios esta semana. Cartera Modelo España…
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Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa BNP, Pernod Ricard, Safran, SAP y Vinci Sin cambios esta semana. Cartera Modelo España Sin cambios esta semana. Cartera 5 V
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Short comment Norway: House prices fell 0.6% MOM in August: Short comment Norway: House prices fell 0.6% MOM in August (2 pages) [...]
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PSA Today 5 Sep: Closing above 33,000 / MSFTs Starfield / Shin-Etsu chem, Oki Electric and GaN / Considering Ampere / Construction machinery / Invoice software – Nikkei 225 +0.30% | ¥$146.94: Main Points • Tokyo closes above 33,000 on tech share buying,… https://t.co/8INreLdpCu
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Economic uncertainty is high, affecting the euro zone and China, but not the United States: Today, economic uncertainty is high, and this is due to uncertainty over: Trade policies and trade levels; Energy prices; Inflation and monetary policies;…
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L’incertitude économique est élevée, ce qui affecte la zone euro et la Chine, mais pas les États-Unis: L’incertitude économique est aujourd’hui élevée, cette incertitude forte venant : de l’incertitude sur les politiques commerciales et sur le niveau des…
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$ASML #ASML Holding NV ... ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/05/2023: ... [...]
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Philippines: Crucial 3 could drive renewed acceleration of inflation: August inflation surges to 5.3%YoY from 4.7% in previous month [...]
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The Commodities Feed: Oil spreads strengthen: Sentiment in the oil market remains constructive. Price direction in the immediate term will be dictated by what Saudi Arabia and Russia decide to do with their supply cuts [...] https://t.co/5qTVzy99eI
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What you might have missed in August?: H1 23 Results and credit rating changes have broadly confirmed our recommendations. SBB remains the center of attention. [...] https://t.co/2lZsIFc4jd
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ECB rate hiking cycle: investors are too complacent and overly optimistic: Although we believe that the ECB completed its rate hike cycle in July , with a pause at 3.75% for the deposit facility rate at the next Governing Council meeting in September, we…
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ECB rate hiking cycle: investors are too complacent and overly optimistic: Although we believe that the ECB completed its rate hike cycle in July , with a pause at 3.75% for the deposit facility rate at the next Governing Council meeting in September, we…
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ECB rate hiking cycle: investors are too complacent and overly optimistic: Although we believe that the ECB completed its rate hike cycle in July , with a pause at 3.75% for the deposit facility rate at the next Governing Council meeting in September, we…
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Is there still a savings glut or is the world heading towards a savings shortfall?: The problem is that we do not see the levels of the global savings rate and investment rate ex ante , before the equilibrium is achieved, but ex post , after the…
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Y a-t-il toujours excès d’épargne ou bien le Monde se dirige-t-il vers une situation d’insuffisance d’épargne ?: Le problème est qu’on n’observe pas les niveaux du taux d’épargne et du taux d’investissement du Monde ex ante, avant réalisation de…
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Peut-on faire partir l’analyse macroéconomique des contraintes de la transition énergétique ?: La transition énergétique va imposer une hausse très importante de l’investissement (de production et de stockage d’énergies renouvelables, de décarbonation de…
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VISIÓN TÁCTICA DE LOS MERCADOS 04 SEPTIEMBRE (ANÁLISIS BANCO SABADELL): VISIÓN TÁCTICA DE LOS MERCADOS 04 SEPTIEMBRE (ANÁLISIS BANCO SABADELL) [...]
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PSA Today Sep 4: China stimulus boost / Flash memory rally / The $69.99 video game / Construction machinery / Daikin and China / Enechange and wireless EV charging – Nikkei 225 +0.70% | ¥$146.31: PSA Today Japan Market Comment by Pelham Smithers, William… https://t.co/fc4BEb15Cj
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Flash Hebdo du 28 août au 01 septembre 2023: Commentaire du Marché Marché des Actions La Bourse Régionale des Valeurs Mobilières clôture la semaine de cotation en hausse. En effet, l’indice BRVM Composite a perdu 1,55% à 210,89 points. Quant aux deux… https://t.co/eSkgWr1rF1
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