海外研报

GS--3QCY24 earnings preview

Performance: NIFTY closed flat w/w. Pharma, Autos led

GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.

JPM_G10FX_20241011--Europe hion Research Othar

i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts

GS--Financial Account Showed Sizeable Outflows

Bottom Line: The current account balance improved from a surplus of US$0.8bn

UBS_China Economic Perspective_Key Takeaway from China's MoF Press Conference_20241013

For the remainder of 2024, in addition to the RMB 400 bn in new bond financing andaccelerated use of the existing RMB 2.3

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by

UBS--Locking in attractive bond yields003

Locking in attractive bond yields

JPM_G10FX_20241014

You can almost feel the market energy dwinding by the day as the Us data passes without huge implicaion for policy and now