海外研报
筛选
The week ahead: Fed not going big (yet)
• A Fed rate cut next week seems to be a done deal.The crucial question for investors has been whether
海外研报
2024年09月13日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月13日
GS--Global Views: Controlled Descent
1. While Friday’s US jobs report fell modestly short of expectations, it showed arebound from last month, with a 142k increase in nonfarm payrolls and a small dip in
海外研报
2024年09月13日
Macro & Strategy Flash
The ECB cut its deposit rate by 25bp to 3.5% as widely expected. It also narrowed the corridor between the deposit and the main refinancing rate to 15bp as previously announced. President Lagarde did not give
海外研报
2024年09月13日
US Equity Strategy | North America Vintage Values 2025
Vintage Values 2025 assembles the best insights of Morgan Stanley Research for stocks to hold for 12 months: mid- to largecaps likely to realize superior risk-adjusted returns over the
海外研报
2024年09月13日
GS--Nokia (NOKIA.HE): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Marco Wiren, CFO, and David Mulholland (Head of InvestorRelations), and Thomas Bevilacqua (Investor Relations) at Nokia at the
海外研报
2024年09月13日
USD Rates Chart Pack
Relative value models and analysis◼ This weekly publication updates US rates relative value models and
海外研报
2024年09月13日
Commodity Special
As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment
海外研报
2024年09月13日
GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways
Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology
海外研报
2024年09月13日
Where are the opportunities in private credit? UBS House View Briefcase
Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,
海外研报
2024年09月13日
