海外研报

GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?

Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of

GD--US ELECTION – GETTING READY FOR (TRADE) WAR

Here we go again. The US election has a binary outcome for China macro and markets. While

Barclays - Tesla - 3Q First Look – 3Q beat...a near-term boost as fundamentals looking positive

Auto gross margin ex-reg. credits, incl. SBC 17.1%, strong beat

Barclays_Economic outlook Creating space_20241023

Plausible policy announcements at the Budget would suggest

Barclays_The AAA Investor Belgian regions and communities_20241024

Belgian regions and communities have attracted investor interest in recent months, especially

BofA_Situation Room Weaker foreign demand for back-end bonds_20241023

The lack of demand for back-end bonds from foreign investors is one reason for the

BTC post election playbook

Bitcoin prices have been driven higher in recent weeks, along with other popular Trump trades.

Citi Equities_ Mean Reversion + Micro EPS Onslaught

Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated

Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024

CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.

Commercial Real Estate Chartbook--Commercial Real Estate Chartbook

The commercial real estate (CRE) space has increasingly been the