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GS--Events that will Drive a Seasonal Increase in Volatility

Single stock notional options volumes have declined notably over the past threemonths led by a significant decline in NVDA volumes. We see this as an indicator of
海外研报

GS--China Weekly Kickstart Markets soared 16%-17% on policy stimulus; September Politburo meeting

海外研报

GD--BEIJING’S RALLY

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.
海外研报

GS--Australia: Job Vacancies: Broad-based Decline in August

Bottom Line: Australian job vacancies fell 5.2%qoq in the three months to August.
海外研报

BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926

As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest
海外研报

GS--Commerzbank AG (CBKG.DE): Confirms strategy with upgraded targets

Commerzbank has today (September 26) released a presentation confirming its
海外研报

Commodities riding high on Chinese stimulus but is it enough?

Global commodities: The constructive mood music in the commodities complex continues. On 24 September, the People’s Bank of China (PBoC), the National .
海外研报

GS-- Allianz, Generali, Zurich, Munich Re, Phoenix and Prudential

We have met with management of Allianz, Generali, Zurich, Munich Re, Phoenix and
海外研报

JPM - Meta Platforms_20240926

Meta Connect highlighted continued progress across the company’s Alambitions, which are
海外研报