海外研报

US Economics Weekly in the datavei

CITI'S TAKEStronger-than-expected retail sales and the drop in initial jobless claimsraised market optimism that a "soft landing" might still be achieved, but thecontinued contraction in manufacturing, falling

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Attractive business mix into rate cuts: Unlike most other banks, DBK gets less than 50% ofits revenues from NII (DBK 47% vs. median bank 66%). With rate cuts expected to accelerate

GS--Webtoon Entertainment Inc. (WBTN): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CFO & COO David Lee at the Communacopia + TechnologyConference.

USB--Get ready 4Q outlook: Rates, votes, and volatility

As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.

GS--China Smartphones: Aug shipments +18% YoY; 8M24 +14% YoY

August smartphone shipments in China were +18% YoY, leading to 8M24

UBS--Locking in attractive bond yields003

Locking in attractive bond yields

China_aims_for_risk_reduction_in_housing_not_a_V_shape_rebound

The major takeaways from today’s press briefing by the Ministry of Housing

Deutsche Bank - Mapping Markets Oct 21

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted