海外研报

Weekly Warm-up: Rates and Economic Data Surprises

Further stabilization in the economic surprise index should

GS-- Downgrade ETSY to Sell

As we head into Q3’24 eCommerce earnings, we address key industry themes and

Barclays_Americas Morning Research Summary_20241015

Barclays Live.Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research

GS--What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,

MS_Cross-Asset Spotlight - Signals, Flows & Key Data_20241014

A weekly summary of key cross-asset monitors, data, moves and

GS-- Forecasting a 50bp Cut at the October BoC

BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,

UBS--States: Resilient strength - summary report

State credit quality is among the strongest sectors of

UBS--Reimagining commodity investing

Commodities are an asset class with robust inflation-hedging potential.

GS--Refreshing our Commodity Terms of Trade Indices (Fishman/Kanter)

through next year, as oil prices face two-sided US policy risks and likely OPEC