海外研报

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 35

Total traffic results for US Class I rails under coverage imply carload growth nat +8.4% YoY in week 35, a slight deceleration versus +9.4% YoY in week 34.

GS--Booking Holdings Inc. (BKNG): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ewout Steenbergen at the Communacopia +Technology Conference.

GS--Non-Residential Construction: August Data Mixed Despite Outlook for Lower Rates

Key Data Points Diverge: The Dodge Momentum Index rose 3% sequentially inAugust and was 24% higher YOY, while the Architecture Billings Index declined to45

Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in

Dutch pension reform update

Summary The solvency in the sector is fairly stable with an average coverage ratio of 118,4% as of

Citi Rates Strategy - Rates back to more normal levels

Citi Research is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies

GS--Slight improvement in production activity from August lows

Rural: Rural activity exhibited mixed signals in September — Tractor registrations n

HSBC_FX Tactician-20241018

The USD continues to be dominated by the outlook for relative interest rates,