海外研报

DeskTalk - FOMC risk rally at big levels

DXY Index is once again major support at 100.42-100.79 (200w MA, December 2023 low, Feb & March 2023 lows)while our trader's watching 1.1200-55 in EURUSD. We wait for the weekly close, Global FX Strategy argues Fed rate

GS--Quick take: Trends show moderate upgrade in September

We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially

GS--Sponsor Activity Barometer Issue #33

We update our Sponsor Activity Barometer for the latest weekly datapoints (as

GS--Solid leadership stance securing its long term growth outlook001

Strength from AI continues to lead the growth