海外研报

BofA_Situation Room Geopolitics vs IG credit_20241001

Iran attack on Israel is another reminder that geopolitical risks remain high. Our

BofA_US Watch An A+ jobs report_20241004

Strength across the board, only 25bp warranted in November

GS--Markets soared 16%-17% on policy stimulus

MXCN/CSI300 soared 16.6%/15.7% this week, the 2nd

China_s_stock_market_frenzy__1

China’s stock market frenzy

USB--Chinese equities

China delivered a surprisingly robust stimulus package, with

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium

Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets

Daily Tech Index

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

Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable

What you need to know for the week ahead

This week's economic calendar is relatively light with the main highlights being the