海外研报
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MS--Morgan Stanley Global Macro Forum
= Analysts employed by non-U.S. affiliates are not registered withFINRA, may not be associated persons of the member and may not be
海外研报
2024年09月10日
FX Fair Value Update
The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the
海外研报
2024年09月13日
SocGen_Asia Equity Strategy 4Q24 Outlook – Don t chase returns in the late cycle_20240917
Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
海外研报
2024年09月19日
GS--VIVE Focus Vision launch supporting 4Q24 recovery; immersive and low-latency VR/MR experiences
New VR headset launched: HTC launched a new headset model, VIVE Focus Visionin Sep 2024 (link), priced at US$999, equipped with an immersive display, dual color
海外研报
2024年09月23日
GS--Global PMI Monitor: Softer Future Expectations (Dong)
The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
海外研报
2024年09月27日
The Emperor’s New Clothes
The “big” news on the week, at least the news that seemed to move markets the most, was
海外研报
2024年10月01日
