海外研报

US Election – What you need to know

Trump: 2025 will look a lot different to 2017 if Trump were to win, with tariffs on the agenda a lot faster than it took

GD--BUT DON'T GET TOO USED TO A CUT PER MEETING

Yesterday, the ECB cut rates again by 25bps, in line with our long-standing view that the

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP

Asia FX Weekly - China Q3 and September data give some positiveness to the market

Several factors are working on global markets. In addition to traders’ dial back on

Asia_Macro_Weekly_financial_conditions_favourable_despite_cross_currents

Financial conditions favourable despite cross currents

UBS--Asian ex-Japan equities_en_1625883

Macro-wise, regional inflation should remain subdued. Cash rates

Barclays--Debate likely to shift to revenue levers

Margins better vs expectations but the rest of KPIs and guidance were in line: The