海外研报

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Flows into UCITS ETPs remained positive last week, with $2.5B of net buying, adding to the $6.6B of inflows from the

GS--Thailand: BoT Surprises with a 25bp Cut at October meeting

The Bank of Thailand (BoT) MPC committee voted 5 to 2 to cut the policy rate by n

The French budget for 2025_ ambitiously unrealistic

France faces its biggest public deficit issue for decades, with its deficit

GS--Investor feedback following NatWest and Lloyds initiations

On October 4, we outlined our thesis that the UK banks are at a key turning point,

GS-- Boosting September Core PCE Estimate to 25bp

BOTTOM LINE: Import prices declined 0.4% in September, slightly below

USD climbing up the positioning ranks once again

At present, the G10 FX PIX 2.0 signals that the AUD is overbought as well

UBS--Weekly - Regional View UK_en_1625627

The next round of central bank meetings begin this week. On Thursday,

UBS--Weekly Global_en_1625689

Deeper DiveHigher-than-expected US inflation data released on 10 October added fuel

GS--Call buying in stocks with short-squeeze potential

Over the past week, we have seen a significant rally in stocks that were heavily