海外研报

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially

GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation

Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a

JPM - Meta- All or Nothing... Connect 2024 Thoughts and Laterals_20240925

Launch of the Quest 3S at $299.1.2. Launching Llama 3.2, its first model capable of processing images.

MS_China Equity Strategy - Stock Market Support Actions Announced;

Surprise market support measures by the PBOC should help

MS_September 25

Riksbank cuts by 25bp; USTs cheapen led by the belly; long-end

NY Open - Adrenaline rush

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR

SNB — Delivers a 25bp Cut and Adopts Easing Bias

BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%

The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning

Following Tuesday’s presser(see my previous notes for more details) which sent

Asia Insights

On 26 September, the Politburo of the CCP, China’s ruling party, hosted its September