海外研报

BofA_Microsoft Corporation_20241017

Tone from the channel is inline or better

China_aims_for_risk_reduction_in_housing_not_a_V_shape_rebound

The major takeaways from today’s press briefing by the Ministry of Housing

Press Conferences, Meetings and Summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a major

GS--Announces new product enhancements

On 10/16, Robinhood held their “Robinhood Presents: The Legend Awakens”, where

SocGen - FX View - ECB – all priced in but nowhere to go

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’

SocGen - Global Strategy Weekly - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been

SocGen - On Our Minds - Activity data demand a rate cut, but headline inflation may get in the way

India’s headline inflation data for September, which surprised well to the upside, may

Emerging Market Weekly Pulse

The USD has regained its strength so far in October, on the back of positive