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GS--EASD Day 1 takeaways - long acting insulin
The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)
海外研报
2024年09月12日
GS--Global Markets Daily: Q&A on the Dollar After the First Cut
Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?
海外研报
2024年09月12日
GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,
We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,
海外研报
2024年09月12日
JPM--US MARKET INTELLIGENCE ELECTION UPDATE
WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the
海外研报
2024年09月12日
EF--Mixed jobs report offers no definitive signal for the Fed 01
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月12日
ECB --September 2024 Meeting Preview
We expect a 25bp cut, in line with market pricing. The language in the statement is unlikely to change
海外研报
2024年09月12日
MS_Charts That Caught My Eye_20240910
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月12日
GS--Slowing growth with downside risks That is our outlook for the world's
At EASD today, Novo presented data for its oral amycretin drug (GLP-1/amylinco-agonist in a single molecule). The data for weight loss was already previously
海外研报
2024年09月12日
SocGen - FX Pulse - Weekly FX summary – 9 September
US CPI on Wednesday. Presidential debate between candidates Trump/Harris on Tuesday. ECB f/c to cut 25bp on
海外研报
2024年09月12日
SocGen - Market Wrap-up - New issue premiums are not that low
New issue volumes have been very strong and have been taken down quickly by a highly receptive market. However, the higher new issue premiums are a nice
海外研报
2024年09月12日
