海外研报

UBS--US Equity sector outlook003

US equities hit all-time highs following the Fed’s decision to cut

GS--US Week Ahead: September 30 – October 6

The key economic data releases this week are the JOLTS job openings report and

UBS--USDCNY: Driven by hope and flows, but US election remains a risk

We cut our USDCNY target to 7.2 (from 7.3) for December 2024,

UBS--The next surprise?

In the first three quarters, including the month of September, market

GS--earnings revision post CMD

Strong life premium increase ahead of guarantee reduction in China

Asia FX Talk - Sharp moves in JPY and CNH

Market HighlightsRisk assets and industrial metal prices rose while the Dollar and US rates fell, as markets

Asia_Economic_Outlook_Q4_2024_manageable_slowdown__1

Weaker external demand from

Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,

Key takes: 1. Event critical in outlining plan for next phase of

BofA_China- An Equity Strategist’s Diary_20240930

Weekly index performanceHSCEI +14.4%/CSI 300 +15.7%: Chinese markets had the largest gain in a single

BofA_China Watch Sep PMI shows manufacturing improving while services slowing_20240930

Mfg. PMI improved sequentially; services PMI dropped