海外研报

GS--US Weekly Kickstart03

Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.

GS--Saving Rate Revised Up to

BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second

What is behind deglobalization?

Global trade in goods has been growing more slowly than the global economy for

Barclays_China stimulus This could be big_20240927

While not our base case, a CNY5trn property stabilisation fund

UBS--Copper: Flying high on stimulus expectations CIO View

• LME copper prices have surged above the USD 10,000/mt mark,

GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking

We have just returned from marketing in the UK between 23rd and 27th September.

GS CHINA - What's New since Friday Close?

Asia (both DM and EM combined) was the most

JPM_US Weekly Prospects_20240927

Surveys relating to the manufacturing sector remained downbeat this week, and August factory