海外研报

Top of Mind_ Post-election economic policies

With all eyes on the fast-approaching US election amid a close race between two

GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)

Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n

GS--US Week Ahead: October 21 - October 27

Monday, October 21There are no major economic data releases scheduled.

What drives US voters?--US special

We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net

Jefferies--Back to Autos in Q3

"We, Robot" mostly fell flat. Without much indication of progress on either

BofA--A look at cost ramp and opportunity

Overview of Project Kuiper, investors eye NT spend