海外研报
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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
海外研报
2024年10月18日
GD--SPENDING CUTS TAKE CENTRE STAGE
The Finance Ministry is preparing to present a broad proposal for spending cuts
海外研报
2024年10月18日
GS--Americas Retail: Retail sales accelerate in September
Headline retail sales were +0.4% sequentially in September, below GS estimate n
海外研报
2024年10月18日
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
海外研报
2024年10月18日
Barclays - Hermes - Setting the Agenda_20241017
We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes
海外研报
2024年10月18日
GS-- demand re-balance and debt resolution
MOHURD, jointly with MOF, MNR, PBOC and NFRA1, held a press conference on
海外研报
2024年10月18日
GS-- Long duration demand: Why the stars are realigned again (Karoui/Ali)
In recent research, we discussed the drivers of 30-year non-financial bond issuance,
海外研报
2024年10月18日
GS--Credit Notes: Taking stock of the election premium in Uruguay (Fabius)
On October 27, Uruguay will hold its general election and plebiscite on its pension
海外研报
2024年10月18日
EM FX portfolio update_ taking profit on short EUR_MXN ahead of the US election
While in our view the MXN is currently trading in its fair valuation range,
海外研报
2024年10月18日
GS--Euro Area: Final Inflation Details Show Underlying Inflation Declining Marginally
BOTTOM LINE: The final release of Euro area inflation for September showed
海外研报
2024年10月18日
