海外研报

MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data

The Fed delivered on what we thought was the best short-term

MS Sunday Start - Is Policy or Data More Important for Markets

Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see

MS Tariffs - Global Economic and Strategy Implications

Tariffs: Global Economic and Strategy Implications

MS_Employment report preview_ Solid September_20240927

We forecast payrolls rose 160k, average hourly earnings rose

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed

GS--Reiterate Buy on AirTAC as the structura

We reiterate a Buy rating on AirTAC, with a 12-m TP of NT$1,100 from NT$1,185,

The Emperor’s New Clothes

The “big” news on the week, at least the news that seemed to move markets the most, was

UBS--European Contextual Diary

In this note we preview the coming week's corporate events

UBS--European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events

UBS--European Contextual Diary The Week Ahead002

In this note we preview the coming week's corporate eventsBelow we highlight three key events for next week. Please see this Excel for a full list o