海外研报

GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)

The historically large flattening and inversion of the US yield curve over the past

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net

BofA_EM Corporate Strategy

Distressed EM Corps returned another +16% since June

GS--Reflation divergence: US exceptionalism continues

Risk appetite continued to pick up last week, with our Risk

JPM_Commodity Market Positioning and Flows_20241021

The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o

JPM_Credit Calls Tuesday, October 22, 2024

High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi

GS--Generally in-line qtr; is decelerating growth enough relative to valuation?

Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well

MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?

Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,

MS_US Election Brief_20241022

Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.