海外研报
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SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise
The surprise move by the Fed implies a high level of confidence that inflation is on track to
海外研报
2024年09月24日
GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews
In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
海外研报
2024年09月24日
GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX
China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
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2024年09月24日
GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)
A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,
海外研报
2024年09月24日
top-three-trends-and-challenges-affecting-the-life-sciences-industry
Over the last 24 months, the biotech market has been varied with excitement due to the secular
海外研报
2024年09月24日
US_Pulse_Fed_starts_easing_cycle__1
The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .
海外研报
2024年09月24日
UBS--Preparing portfolios for the fourth quarter Weekly Global
Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.
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2024年09月24日
UBS--"Have lunch or be lunch" – Europe must act
Mario Draghi's attention-grabbing plea for a revitalization of EU
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2024年09月24日
Weekly commentary
Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.
海外研报
2024年09月24日
XCCY Weekly 2024-09-20
• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their
海外研报
2024年09月24日
