海外研报
筛选
Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,
Key takes: 1. Event critical in outlining plan for next phase of
海外研报
2024年10月02日
BofA_China- An Equity Strategist’s Diary_20240930
Weekly index performanceHSCEI +14.4%/CSI 300 +15.7%: Chinese markets had the largest gain in a single
海外研报
2024年10月02日
BofA_Global Earnings Revision Ratio Cautionary tone_20240930
Global Earnings Revision Ratio retreated in September
海外研报
2024年10月02日
DB - China Macro - How is this time different_20240930
Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of
海外研报
2024年10月02日
FX Trade Idea--Fast FX Model: closing short EUR/JPY for profit
The views expressed in this report accurately reflect the personal views of the undersigned
海外研报
2024年10月02日
MS - Sunday Start - Hopeful but Not Yet Confident_20241006
For a while, market focus on China waned because of the debt-deflation cycle (see
海外研报
2024年10月07日
MS_China's Deflationary Spillovers_20240708
Deflation in China is spilling over into the US and euro area via
海外研报
2024年10月07日
GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends
The September employment report reset the labor market narrative. Strong
海外研报
2024年10月07日
GS--Asia-Pacific Portfolio Strategy China changes the game
We raise China to overweight and increase our MXAPJ index target on higher
海外研报
2024年10月08日
GS--China’s markets continued to rally (MXCN +11%, MXHK +7%
MXAPJ gained 1%, driven by continued rallies in China
海外研报
2024年10月08日
