海外研报

FSA Fixed Income Daily Commentary

US Treasury: US Treasuries sold off slightly, reversing some of the rally last week. The yield on benchmark U.S. 10-year notes rose

DB--Owning Better than Renting, a Logical Adjacency

Salesforce announced a deal to acquire the Own Company, a provider of data protection and data management solutions for $1.9bn in cash, net of Salesforce's

GS--Global Markets Daily: Q&A on the Dollar After the First Cut

Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?

GS--Reddit Inc. (RDDT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Co-founder & CEO Steve Huffman at the Communacopia +Technology Conference.

GS--Japan Economic Flash: BOJ Maintains Rate-Hike Stance (Otani)

The Bank of Japan (BOJ) held its Monetary Policy Meeting (MPM) on September19-20, and as was widely expected, the policy rate was maintained at 0.25%.

China Resilience - H World Group (HTHT)_ Leading consolidator in a fragmented hotel industry

China Resilience is a series of reports aimed at highlighting Chinese

USD: Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings