海外研报

Citi_Nike Inc - Expect Lowered F25 and Accelerated Brand Reset, with All Eyes on Mgmt Chg_20240923

CITI'S TAKE We expect 1Q25 EPS (10/1 AMC) of $0.56 vs cons $0.52 driven by lower

GS--Quick take: Trends show moderate upgrade in September

We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:

PreciousMetalsTradingDeskView_20240923_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed

SocGen - Fixed Income Special - Convergence in sovereign greeniums

The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.

GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)

A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,

XCCY Weekly 2024-09-20

• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their

GS--Trackers 101 - One of the more underappreciated

A solar tracker is a device which a solar panel is mounted on that moves the solarpanel to follow the sun’s path across the sky. This allows for more sunlight to be