海外研报

COMMERZBANK--Inflation wherever you look

Yesterday, even without an explicit trigger, the US dollar rallied quite a bit, with EUR-USD

MS--Global Macro Commentary | Global October 9

FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead

RABOBANK--New deal? Big deal

The UK Labour government pledged to introduce its “new deal” for workers within 100 days of

SocGen - Albert Edwards - We’ll keep trying to look beneath

The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to

GS--USA_ Core CPI Above Expectations

September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%

GS--Zoom Video Communications Inc

We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.