海外研报

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts:

GS--Global FX Trader The Golden Touch

Our thoughts on CNY, USD, EUR, ZAR, AUD, CHF, NGN, & COFER

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts

HSBC_China Politburo Meeting-20240926

Politburo meeting delivered a clear tone on supporting economic growth,

GS--3Q saw rotation into Quality, Largecaps; We forecast 14% CAGR profit growth to 2030

Weekly Wrapn Performance: NIFTY rose 2% w/w. Metals, Autos led

USB--Investing in emerging markets

Investing in emerging marketsThis report has been prepared by UBS AG

SocGen_Fixed Income Special Rates forecasts_20240927

securities or issuers mentioned in the report, if any. No part of his or her compensation was, is or

SocGen_Hello Autumn – the dollar correction is in a new season_20240926

The start of the unwind of the yen carry trade in Japan, the slowdown in the US economy and the

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday

GS--Westlife Upgrade, GCPL, China’s Activity Trackers

China Macro - The Politburo sent clear (and louder) easing signals. In the September