海外研报

UBS--中国 A 股

GS--Events that will Drive a Seasonal Increase in Volatility

Single stock notional options volumes have declined notably over the past threemonths led by a significant decline in NVDA volumes. We see this as an indicator of

GS--USA: New Home Sales Decline by Somewhat Less Than Expected

BOTTOM LINE: New home sales declined by somewhat less than expected in

SocGen_Market Wrap-up Uniform performance is unlikely to last_20240924

Since the early August sell-off, we’ve seen financials outperform non-financials. However, since the weakness recorded two weeks ago, the market has seen all

SocGen - Market Wrap-up - Rating changes remain at record highs

Credit quality continues to improve in both Europe and the US. And while it is

SocGen - FX View - A surprisingly resilient euro

 The RBA left rates on hold this morning and at first, the currency liked it. Some concerns about growth (stagflation was bandied around in the press) have taken the gloss off, though in general,