海外研报

GS--GS EUROPEAN EXPRESS: Encore: Buy ASML (on CL), Wise

Global Metals & Mining Conference Takeaways: Commodity outlooks, growth

Japan economic update_ 2024-29 economic scenario

2024: negative growth

GS-- partly to reflect our new forex assumptions

We update our earnings estimates and 12-month target prices for our

UBS--Weekly Global_en_1625689

Deeper DiveHigher-than-expected US inflation data released on 10 October added fuel

GD--THE NEXT CHINA SURPRISE

In Beijing’s Rally, we set out how we like the set of policies announced and hinted at by the

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

MS_ECB Review - October Is Not December_20241017

Economics | October cut delivered: As expected, the ECB delivered another 25bp cut today.

BofA_US Economic Weekly The other R-word_20241018

Weekly viewpoint: The other R-word