海外研报

UBS--Chinese government bonds002

Chinese government bonds (CGBs) have sold off recently, led by the long

Commodity_Tracker_unclear_road_ahead

Oil prices are volatile due to intensifying geopolitical tensions in the Middle East. Global oil supply remains stable, but the

Deutsche Bank Research - 3Q Preview: Numbers Risk Overstated, Buy The Potential Dip

At this point, we believe that the concerns around Amazon guiding 4Q OI below

Deutsche Bank Research - General Motors - Oct 23 Raining buybacks

The magnitude of GM’s stock price jump yesterday (+10% vs. S&P 500 flattish)

Deutsche Bank Research - Global Autos Daily - Oct 23

General Motors - 3Q24 Earnings First Take (Yu)

GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)

Markets have priced a significant upgrade to China growth in recent weeks after n

GS--: Manufacturing Output Expectations Improve in the US, Decline Elsewhere (Dong)

The DM composite flash PMI fell by -0.3pt in October to 51.8; the o

JPM_G10FX_20241024

Disappointed that I had cut my USD longs yesterday, which was once again on the front footand this saw AUDUSD fall ~1%

MS_European Equity Strategy - Stock Screens Into US Elections_20241023

Following our recent virtual trip to Washington DC & leveraging

MS_US Equity Strategy - Small Caps, Are We There Yet_ – Chartbook_20241022

We recently upgraded Small caps to neutral vs Large caps after a persistent 3½ year period ofunderperformance. This