海外研报

GS--Thailand: BoT Surprises with a 25bp Cut at October meeting

The Bank of Thailand (BoT) MPC committee voted 5 to 2 to cut the policy rate by n

GS--Investor feedback following NatWest and Lloyds initiations

On October 4, we outlined our thesis that the UK banks are at a key turning point,

GS-- Boosting September Core PCE Estimate to 25bp

BOTTOM LINE: Import prices declined 0.4% in September, slightly below

UBS--Weekly - Regional View UK_en_1625627

The next round of central bank meetings begin this week. On Thursday,

GD--COOLING SERVICES INFLATION BRINGS BOE EASING CYCLE CLOSER

Disinflation gathered pace in September, clearing the path for a monetary easing cycle to kick in. Annual headline

GD--SPENDING CUTS TAKE CENTRE STAGE

The Finance Ministry is preparing to present a broad proposal for spending cuts

GS--Americas Retail: Retail sales accelerate in September

Headline retail sales were +0.4% sequentially in September, below GS estimate n

GS--Americas Technology: Internet: Thoughts on UBER-EXPE Merger Press Reports

According to press reports (link), UBER has explored making an offer for EXPE in the