海外研报

Not as bad as it looks?--Eurozone economic update

Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two

Barclays_Equity Strategy Market Review_20241011

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

BofA_Europe Economic Weekly Vamos_20241011

Weekly view: suspense, suspense

GS--Possible implications of reported Rmb 1tn capital injection; PAB down to Neutral

. Possible use cases for a potential 1tn capital top up: As we believe the banks

DB--ECB Preview: Pivot point

We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker

Thematic Research--Next week...this week

Key data releases for next week feature US retail sales as well as inflation in the UK

DB--An evening in Elon's world

We attended Tesla's much anticipated "We, Robot" event (aka. Robotaxi Day) at

GS--Global Economics Wrap-Up: October 11, 2024

Recent data have strengthened our confidence in a positive economic trajectory:

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains