海外研报
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GS--End of Week Market Intelligence: rate relief...
US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets
海外研报
2024年09月22日
FX Daily Snapshot Europe Weekly Focus
The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation
海外研报
2024年09月22日
GS--A top-down look at Renewable energy
We recently updated our sector recommendations to alignour views with the current economic trends and monetary
海外研报
2024年09月22日
GS--European Daily: BoE Recap—The Limits to Gradualism (Moberly/Stehn)
The MPC held Bank Rate unchanged today with an 8-1 vote and decided tomaintain the pace of gilt stock reduction at £100bn. The Committee noted that
海外研报
2024年09月22日
GS--European September Flash PMI Preview
BOTTOM LINE: We expect the upcoming Euro area flash PMI (released on Monday,23 September) to decline to 50.6, slightly above consensus expectations of 50.5. We
海外研报
2024年09月22日
GS--FY1Q EPS: Mix Shift and Weak B2B Impact Margins Lower
Bottom Line: FDX reported FY1Q (Aug) operating EPS at $3.60 pershare, or well below our recently lowered $4.70 p/s and FacstSet
海外研报
2024年09月22日
FXModelTrendStrategy_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月22日
GS--Global Economics Wrap-Up: September 20, 2024
Dissecting the divergence in DM saving rates: o Headline saving rates across DMs have diverged recently: rising in most
海外研报
2024年09月22日
USB--Equities
Global equities are close to all-time highs, but volatility hasincreased amid growth, election, and central bank uncertainty.
海外研报
2024年09月22日
USB--Global forecasts
CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,and currencies for key countries and markets, real estate, as well as commodities.
海外研报
2024年09月22日
