海外研报

“When the minds change…”: new scenario

As we wrote in February, this famous quote, attributed to John Maynard

GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?

Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of

GD--US ELECTION – GETTING READY FOR (TRADE) WAR

Here we go again. The US election has a binary outcome for China macro and markets. While

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update003

The MXAPJ Index dropped 0.6% today. Singapore and Australia markets

Barclays - Tesla - 3Q First Look – 3Q beat...a near-term boost as fundamentals looking positive

Auto gross margin ex-reg. credits, incl. SBC 17.1%, strong beat

Barclays_Economic outlook Creating space_20241023

Plausible policy announcements at the Budget would suggest

Barclays_The AAA Investor Belgian regions and communities_20241024

Belgian regions and communities have attracted investor interest in recent months, especially