海外研报

Jefferies - Chris Wood - Alternative narratives and Trump rising_20241017

GREED & fear’s base case is that a Federal Reserve easing cycle has begun and that, in the

UBS--Japanese equities

We are Neutral on Japanese equities in our global strategy.

UBS--Limited surprise and focus on long-term direction

More policies to attract talent: The Hong Kong

UBS--High yield CIO View: High yield

We have a Neutral recommendation on high yield. We believe total

UBS--Weekly - Regional View Swiss_en_1625867

The current geopolitical uncertainty contrasts sharply with a generally