海外研报

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,

top-three-trends-and-challenges-affecting-the-life-sciences-industry

Over the last 24 months, the biotech market has been varied with excitement due to the secular

US_Pulse_Fed_starts_easing_cycle__1

The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .

UBS--Preparing portfolios for the fourth quarter Weekly Global

Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.

UBS--"Have lunch or be lunch" – Europe must act

Mario Draghi's attention-grabbing plea for a revitalization of EU

Weekly commentary

Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.

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