海外研报

UBS--Reimagining commodity investing

Commodities are an asset class with robust inflation-hedging potential.

GS--GC Tech: iPad mini new launch; read across to supply chain and stock ideas

In this report, we highlight the key specification changes of Apple’s iPad mini new

GS--Refreshing our Commodity Terms of Trade Indices (Fishman/Kanter)

through next year, as oil prices face two-sided US policy risks and likely OPEC

GS--GS EUROPEAN EXPRESS: Encore: Buy ASML (on CL), Wise

Global Metals & Mining Conference Takeaways: Commodity outlooks, growth

HF Highlights - 2024.10.11

There was some divergence in HF returns this past week as performance of equities across regions was relatively mixed (US

UBS--China confirms big fiscal stimulus—how big yet to be confirmed

• China’s Ministry of Finance has outlined the broad

Japan economic update_ 2024-29 economic scenario

2024: negative growth

GS-- partly to reflect our new forex assumptions

We update our earnings estimates and 12-month target prices for our

JGB Strategy

(1) Outlook for yen rates following recent advance

JPM_Flows & Liquidity Why equity and credit investors got it right while rate investors

While traditionally rate markets were perceived to have been moresuccessfulthan equityor credit markets in anticipating the =