海外研报

Barclays_China stimulus This could be big_20240927

While not our base case, a CNY5trn property stabilisation fund

UBS--The next surprise?

In the first three quarters, including the month of September, market

Barclays_China stimulus Incremental vs bazooka_20240927

September's Politburo meeting reinforced expectations that

UBS--USDCNY: Driven by hope and flows, but US election remains a risk

We cut our USDCNY target to 7.2 (from 7.3) for December 2024,

GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM

The main story line from the August personal income and spending data is, assuming payroll

GS--US Week Ahead: September 30 – October 6

The key economic data releases this week are the JOLTS job openings report and

GD--BEIJING’S RALLY003

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as

UBS--US Equity sector outlook003

US equities hit all-time highs following the Fed’s decision to cut

UBS--European Contextual Diary The Week Ahead002

In this note we preview the coming week's corporate eventsBelow we highlight three key events for next week. Please see this Excel for a full list o

UBS--European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events