海外研报

USA_ Core Retail Sales in Line With Expectations in August

BOTTOM LINE: Core retail sales rose 0.3% in August, in line with consensusexpectations, and headline retail sales rose 0.1%, against expectations for a decline.

MS - European Equity Strategy - Demystifying Cyclicals vs Defensives_20240917

The recent sharp underperformance of cyclicals vs defensives is almost exactly in-line with the soft landing playbook (both 1995-

Faith maintained but valuation challenged

DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had

UBS--European Contextual Diary The Week Ahead002

In this note we preview the coming week's corporate eventsBelow we highlight three key events for next week. Please see this Excel for a full list o

UBS_Nike Inc_20241002

Two reasons we don't think it's time to buy Nike…