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GS TWIG Notes_ This Week in Global Research - July 18, 2025

海外研报

Barclays_General Motors 2Q25 EPS Review- A period of transition on EVs, tariffs_20250723

海外研报

DB_EU-US trade negotiations- We have a deal_20250728

海外研报

GS South Africa_ SARB Signals Reduction in Effective Inflation Target to 3_

海外研报

Citi - Upgrading gold to 3,500 oz near term_20250803

海外研报

GS Mexico_ High July Core Inflation Driven by Both Services and Food & Non-Food Goods

海外研报

GS Brazil_ Lower Than Expected July IPCA Inflation Driven by Deflation in Food-at-Home

海外研报

JPM_EM FX_20250814

海外研报

MS July CPI - Gradual tariff pass-through continues

海外研报

GS Pegatron (4938.TW)_ Smartphone new product cycle with better seasonality to support 2H25

海外研报