海外研报
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JPM - trading the easing cycle
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月19日
japan-insights-is-japan-multifamily-still-attractive
Is multifamily still an attractive investment in this
海外研报
2024年09月19日
India Economic Update
The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报
2024年09月19日
GS--Global Tech: Smartphone updates: Tri-fold phones launched; rising
Tri-fold phones launched: Huawei mate XT was launched on 11 Sep with startingprice at Rmb19,999 (US$2,819). We see leading smartphone brands launching more
海外研报
2024年09月19日
GS--Global Markets Daily: What drove THB’s recent outperformance in EM FX an
The Thai Baht (THB) has been one of the best performing emerging market ncurrencies over the past three months. Beside the decline in the broad USD and
海外研报
2024年09月19日
GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance
In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting
海外研报
2024年09月19日
GS--Cross-checking views on inventory levels across end markets
Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion
海外研报
2024年09月19日
GS--A transition period for reserving: Initiate on Munich Re (Buy
Reinsurers have seen strong 2023 returns continue into 2024The reinsurance subsector’s RoE has been below its cost of equity in four of the last
海外研报
2024年09月19日
DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment
increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set
海外研报
2024年09月19日
Deutsche Bank Research - Amazon - Sep 17
Late last week, multiple news sources reported that President Biden intends to take executive action while waiting for Congress to pass a bill related to the de minimis
海外研报
2024年09月19日
